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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 301.84+1.5%3:42 PM EST
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To: Lizzie Tudor who wrote (6390)7/6/2003 3:57:41 PM
From: Cary Salsberg  Read Replies (1) of 25522
 
RE: "BRCM"

BRCM is an execution play. It has very high R & D expenses and it has generated growth and profitability. I don't see sustainable competitive advantages or significant barriers to entry. You may expect continued execution success, but you must be nimble and wary.
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