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

To: Sy Eisenfeld who wrote (3789)	4/13/2000 7:36:00 AM
From: Brian Malloy	Respond to of 6531

Depending on if the stock has earnings yet, there is a component of PE deflation in the air. Ultimately what is happening is good. Quality stocks like BRCM will do even better in the long run. gotta run now, will post a little more later.

To: Sy Eisenfeld who wrote (3789)	4/13/2000 1:16:00 PM
From: Don S.Boller	Read Replies (1) \| Respond to of 6531

Sy: I too am an oldster. Bought first stocks in early 50's...became NYSE broker in 1961...so have seen my "share". This market is a tad different than others. On Monday, the IBD featured Quint Slattery, portfolio manager at PBHG. He runs the (then prices) $ 1.36 billion Select Equity Fund and the $ 272 million New Opportunities Fund. See page B1. Quint is buying the dips...fine. "We" are going to need all the help "we" can get. I just wish he had a little more seasoning - you see, Quint is TWENTY SEVEN.......................... Best, Don

To: Sy Eisenfeld who wrote (3789)	4/13/2000 1:22:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 6531

Overall, the shake out will hasten the demise of the weak players and hopefully force them out of business or into mergers. This will leave a smaller higher quality group. These stocks will do well in the out years as the internet is built out and the wireless revolution takes root. I'm sure you are aware of the buy stocks in OCT and sell in APR rules, 80% of gains in general come during this period. APR - OCT tends to be flat to down. So don't be surprised if we don't get much of an upturn here or even head lower. Take the opportunity now to review your portfolio. Why do you own each stock in it. Is it one of the top three or so in what it does? Does it have strong management? What is their vision for the future? Lastly, companies are generally over or undervalued. Sometimes we have to wait for them to "grow back into their" earnings as I call it. HWP, ORCL and AAPL have done this. DELL recently did this. KO is undergoing this as is MOT, CPQ would like to do this. Yet, because they are quality companies one can feel fairly confident that they will return. The weakness was actually an opportunity. Regards,