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

To: Brian Malloy who wrote (3796)	4/14/2000 12:10:00 AM
From: Sy Eisenfeld	Read Replies (1) \| Respond to of 6531

thanks for responding.Obviously we are in a PE concern cycle causing damage to amcc pmcs,brcm,klac today,etc. Of course bullish on techs future, but concerned about where the bottom is and do we buy the current bargains. If I remember corectly you got out of Q a while back just in time before it went down,this was before it bought USWEST.Anyway as I work during the day and own a only NAS STOCKS,over 150,it is difficult to time the market and get out,so I am sweating this one out.The question is can brcm shoout up with such a high PE regardless of its earnings,unless of course they are blow out numbers. look what happened to pmcs tonight.Although we have gone through this PE concern before,who knows this time could be for real.

To: Brian Malloy who wrote (3796)	4/14/2000 9:25:00 PM
From: Keith A Walker	Read Replies (1) \| Respond to of 6531

Brian, Great insight in your post on today's action. Your seasonality call has just been perfect. Congrats! Greenspan has gotten most of what he has wanted. Today's inflation number will probably be looked back upon as a statistical "abbey"-ration. We still haven't heard from Ralph Acampora yet with a sell signal, so I am still a little cautious. <ggg> Have started nibbling and some calls with BRCM and EK. Cheers, Keith