Broadcom (BRCM) Message Board

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Technology Stocks : Broadcom (BRCM)

BRCM 54.67

0.0%

Feb 9 4:00 PM EST

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To: Keith A Walker who wrote (1750)	5/27/1999 7:39:00 PM
From: Brian Malloy	Read Replies (3) of 6531

Yes, the Semis are a TABLE-POUNDER!!! If they are going to run the other cyclicals up then at some point they are going to realize that the Semis are cyclical as well. If Boeing and CAT and all the manufactures world wide are going to ramp up then microprocessor orders will shoot up as well. I believe we can see the SOX more than double from current levels over the next year to 18 months. I also recently picked up some MU and WIND, looking at some others and may also pick up some SOX calls. Of course, I think BRCM will be a beneficiary as well. I salivate when I think about where BRCM may be in 2002, how many splits, etc. Regards

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