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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (51219)	3/10/1999 4:14:00 PM
From: Stoctrash	Read Replies (1) of 132070

Michael, What do you think of the economics of BRCM? 27x sales, PE of 160, insiders selling, etc... It reminds me of CUBE a few years ago where no competition could touch their chips....but we know how that usually goes. I believe CXNT, PMCS, TERN, and a host of others will be eating into their fat margins soon. What is your skinny on it? tia, Fred

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