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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (882)	4/4/1999 4:31:00 PM
From: DlphcOracl	Read Replies (1) of 4337

Steve: Broadcom(BRCM) was one of your original picks for 1999 and was subsequently removed from your list of "Stocks to Watch for 1999". It has languished all year and, relative to other internet/internet-related stocks, has underperformed. What were your reasons for removing Broadcom from your list, why do you think the stock price has been stagnant, and what do you think its prospects going forward are? Thanks in advance for your response.

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