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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: neverenough who wrote (17)	4/11/1998 4:18:00 PM
From: Francis Gaskins	Read Replies (1) of 6531

Dear Nigel, If it opens anywhere near $40, that's a (short term) home run from the initial filing price of $10-12, unfortunately not for public shareholders. At that point, we need to get a handle on expected quarter-to-quarter product sales growth (by category) and expected customer base growth (quality and quantity). Yes, it still could be a very big company. Seems like outstanding companies are always overpriced, yet... Best, Francis

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