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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (17856)	8/19/2003 1:34:28 AM
From: Lizzie Tudor	Read Replies (1) of 57684

brcm guided up 10%, that is significant. This is the revenue side. The earnings side is only slightly up so it isn't getting as much press. Still revs are what really matters so maybe the networking business is really humming? I'm expecting a killer e-tail xmas season but I still don't see much capex on the software side.

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