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

To: Brian Malloy who wrote (3505)	1/22/2000 10:21:00 AM
From: Steve Warkentin	Respond to of 6531

Brian, Good post. Lets keep in mind that should Jubak decide to hold every stock he caters to for 5 or 6 years, his articles would not get much traffic.

To: Brian Malloy who wrote (3505)	1/22/2000 2:22:00 PM
From: md1derful	Respond to of 6531

Great post Shakespear!! and very true doc

To: Brian Malloy who wrote (3505)	1/22/2000 4:50:00 PM
From: Martin A. Haas, Jr.	Read Replies (1) \| Respond to of 6531

Brian, I agree with your position. One thing Jubak did not mention and some may overlook is "market share and innovation." It seems over the past year we have read several press releases of BRCM's latest innovations. Don't they have over 80% of the market for chips used in cable modems? Frankly, I think the money will follow the leaders in tech (CSCO, JDSU, QCOM, etc.) and it couldn't be clearer now with some many so called value stocks continuing to languish. I'll add to position in BRCM if it falls back. I like LSI, but I don't think they are in the same position of strength in the market as BRCM. Regards, Marty