SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?


To: Keith A Walker who wrote (3484)1/20/2000 9:21:00 AM
From: Andrew Danielson  Read Replies (4) | Respond to of 6531
 
RE: Keith Walker on "narrow mindedness"

I'll reiterate that I think BRCM is a great company that will return very nicely for those investors who wish to hang on for awhile. However, what I've found in my experience is that stocks undergo most of their multiple expansion (increasing $/share value of a $ of revenue or earnings) during or very near to the acceleration phase of their S-curve. BRCM is still growing fast, but it IMO is no longer in that sweetest of sweet spots along the curve.

I am not a LTBH investor, although I'm also not a daytrader. I've held BRCM off and on for about 8 months now, and for me it's time to move on. . .

Andrew Danielson