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

To: Raymond Duray who wrote (3352)	1/10/2000 12:35:00 AM
From: Brian Malloy	Read Replies (2) \| Respond to of 6531

I'll take a look at ANAD, I think I looked at it in the past. I have watched and researched TQNT in the past, a fine company with good technology; a Gilder pick since at least '97. I deceided that I could live without it. You can not own them all. SDLI I already have, a great company with a bright future. Hope they do not allow themselves to be brought out. ETEK something of a wildcard I think. A few people that I listen to say that JDSU is a better company than ETEK and I will only own one so JDSU gets my nod. BRCM, I don't think the upside is very limited. I think they are perhaps best positioned and least vulnerable to incursion the most of the designer chip makers. I'll leave the stock option decisions to management. Upside potential is great, a few hundred shares or so today have a real chance of growing to a million or so by 2010. IMHO