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

To: Jeffrey Lee who wrote (2183)	7/3/1999 10:19:00 PM
From: Doughboy	Read Replies (2) \| Respond to of 6531

This is fairly rough news. Osha was one of the biggest bulls on the street for Broadcom. Doug H may be right that this is just a revision based on the recent deals, but in reading Osha's comments before, it was always my sense that he believed that BRCM was doubling earnings every year (which somewhat justified the P/E ratio over 150), but now he's definitely scaling back. I'd be interested in hearing what Osha said, if anyone has access to the ML reports. Doughboy.