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Technology Stocks : Gorilla Game

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To: David A. Stern who wrote (151)	4/30/1998 6:50:00 PM
From: Elmer	Read Replies (1) of 387

David, I don't follow IFMX. Sorry. I'm currently pondering a good entry point for Broadcom and hoping for more price weakness. Broadcom might be gorilla material. You will know if sequential sales growth (i.e., quarter to quarter) increases at 30% or higher for a number of quarters and they continue to hold a very high share of the market. The share numbers will speak volumes about my biggest concern on the stock. That is whether their technology is highly proprietary. If they hold share, the technology is proprietary and big gains will happen. Good luck with IFMX. Regards Dave

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