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To: Bob Kim who wrote (114549)	10/19/2000 3:19:40 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Thanks Bob, was ML the underwriter for BRCM (thus, potentially have a normal/natural preference towards BRCM)? I ask because I'm curious why ML's figures (55% EPS) are so much higher than industry average (~40+%)? Or, maybe the 55% figure is old (thus, incorrectly built upon the higher initial growth rates of the startup)? Nonetheless, if EPS % is 55%, I could assume revenue growth to be less than that, which could put BRCM's revenue growth below 50% (which is below Intel's 50+% rates). It appears you used 26% instead of 50+% - do you know where the 26% came from - i.e. did this include IAG? I've got to run, but I look forward to reading your post when I return. Thanks for providing this information, and any more insight into this, if you can. Regards, Amy J