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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?


To: Brian1970 who wrote (1937)6/18/1999 4:11:00 PM
From: DOUG H  Read Replies (1) | Respond to of 6531
 
<<<<<Industry growth will be fueled by strength in several sectors, particularly communications and broadband networking, taking advantage of the popularity
and buildout of the Internet, Boucher said. ''Companies that are pure play beneficiaries are PMC Sierra (Nasdaq:PMCS - news), Broadcom
(Nasdaq:BRCM - news), MMC Networks (Nasdaq:MMCN - news), Conexant (Nasdaq:CNXT - news), TriQuint Semiconductor (Nasdaq:TQNT - news),
and Vitesse (Nasdaq:VTSS - news),'' he said. >>>>>>>>

Brian, I'm sure you noticed the relaytive strenght and on balance volume of these stocks in the past couple weeks. I'm betting the big $ houses will 8increasingly begin to pump their newly aquired positions in all these stocks. I believe(and have invested my $ in the belief) that the second half of the year will have a definete hardware/infrastructure theme to it. I rotated into this Monday and Tuesday. Now bring on the earnings news!!!!!!