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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

Jan 12 4:00 PM EST

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To: Cary Salsberg who wrote (2017)	2/19/2002 11:24:31 AM
From: Return to Sender	Read Replies (1) of 95708

On normalized EPS power Cary I would suspect that the brokerage firm is referring to a PE that would be expected in a healthy Bull Market with further growth ahead. From Briefing.com: 7:55AM Broadcom upped at UBS; dissipating competitive pressure (BRCM) 35.03: UBS Warburg upgrades to BUY from Hold after checks suggest a particularly attractive 2002 landscape for revenue ramp and/or design wins and dissipating competitive pressure on the cable modem front. Firm raising FY02 est to ($0.15) from ($0.20) and FY03 to $0.25 from $0.20. Price target goes from $45 to $50, or 50x firm's $1.00 est of co's normalized EPS power in 2003. Looking at the chart on BRCM I would prefer to be a buyer at 30 rather than nearly 36. That being said the lower Bollinger Band has already come into play as the stock has been falling. The only thing missing in action for a nice rise in BRCM is that the SOX is going to continue to fall itself for a few more sessions. stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G RtS

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