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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

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Feb 9 4:00 PM EST

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To: Paul Viapiano who wrote (6237)	5/13/2002 10:27:57 PM
From: Stoctrash	Read Replies (1) of 6531

Paul...2 years is a LONG LONG time to look ahead in tech land. That article has more hype in it than I have trashing tech posts!! All the big guys, little guys, you name it... are integrating more and more features into their chips.....and in doing so make the once top dog chips pure commodity plays. Big guys usually win in Commodity land. On the demand side, the big stumbling block going forward is the lack of the killer app or service for B-CRUM to feed into. Find me the next cable modem, DSL, giga this or that to ramp up and I could change my tune, but I don't see it happening (and nevermind the deadbeat economy). Rampid growth is not in the cards anytime soon until something changes...or time passes, just like a nasty hangover.<<GG>> That's been my point and I'm sticking to it.

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