Hi Bernard - Partly off-net, I mean topic <..I am expecting to be flamed like hell for this post, but in spite of all denials, BRCM is a semi stock and should receive a semi valuations at some point...>
Not from ME. I wouldn't have bought on the open, in fact I sold some small pieces shortly afterward, and am riding a couple other pieces for a couple of weeks (if it can continue to close above 48-50). Depending on how it trades the rest of this week, I might even buy more for a trade on a dip.
As you suspected, I do disagree about the bloodbath/$12 valuation you suggest. Of course, that's what makes a market. Semis range in type, margin, market and growth. BCRM is an impressive company in an explosive field with no one quite in their position. That said, caveat emptor!
Back to WCII-
If you (or ANYONE) has any WCII questions, particularly of a technical nature in regards to equipment (P-P / P-MP, etc) or with WCIIs planned implementation of it, or of ANY other nature, let me know by Wed morning.
Steve |
