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

To: t2 who wrote (4419)	10/18/2000 5:43:54 PM
From: Teflon	Read Replies (1) \| Respond to of 6531

I'll let you know after the call...again, they did beat their revenue number, which is terrific. But investment income will be an issue as it has been for the last few quarters. I think Rick (GS) may be willing to look past this if he gets positive guidance looking forward. Regardless, this report will not let the shorts sit comfortably with their positions for long in the stock because of the revenue performance, and I think there will be a lot of short covering during this afterhours window and possibly heading into tomorrow morning. Having said this, however, for the stock to be able to sustain a rebound, I believe MSFT will have to provide positive guidance looking forward, not their normal cautious tone of "the world's coming to an end!" Sorry for the <OT> discussion, folks. Teflon