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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Sully- who wrote (50112)4/17/2002 5:27:26 PM
From: stockman_scott  Read Replies (1) of 65232
 
17:02 ET BRCM Broadcom (38.76 +0.40) -- Update --
On call, company affirms guidance for Q2 (Jun). For Q2, company continues to expect mid-single digit revenue growth over Q1 (Mar). Assuming 5% growth, this is sales of $250 mln slightly below Multex consensus of $253.1 mln. Company expects a loss of $(0.07) in Q2 (Jun), in-line with consensus...For Q3 (Sep), company establishes target for revenue growth of low-double digits....stock at 39.30.
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