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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: DOUG H who wrote (330)	8/6/1999 1:44:00 AM
From: gpowell	Read Replies (1) \| Respond to of 2013

I was projecting out beyond this year. Looking at the price to quarter earnings: CNXT has been consistently around 250 for this year (once earnings turned positive), BRCM is currently at 600 last quarter they were at 331. CNXT's share price has run up to meet it's growing earnings while BRCM's has run up in anticipation of future earnings. So far BRCM is meeting at least one analyst's expectations for 99'. fnews.yahoo.com siliconinvestor.com I think next year BRCM's revenue growth will begin to translate to the bottom line and we'll see a reduction to more reasonable p/e's.