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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: Jenna who wrote (118145)12/5/2000 9:11:31 AM
From: Jenna  Read Replies (2) | Respond to of 120523
 
Groceries anyone? Seems that America is getting thinner as KR and ABS come up short.. Short bait? we'll see, CHIPS anyone? No not computer chips BRCM, COMS and XLNX, the only chips to look at are potato chips as the semis like XLNX might be good for a buy at the bottom. NMSS, LLTC warns, the black side to this "rally"



To: Jenna who wrote (118145)12/5/2000 9:11:37 AM
From: rocklobster  Read Replies (2) | Respond to of 120523
 
Hey Jenna.... any news on BRCM I can't find any, yet its trading way down from last nights after hours close of 116..

Do you see any downgrades or anything? anybody? ok I found it ...this from briefing

07:19 ET Broadcom (BRCM) 111 3/4: Fallout from 3Com (COMS) warning could impact BRCM shares, as COMS accounted for approx. 14.6% of BRCM sales in the qtr ended Sept. 30.

Non event ......BRCM sales of 14.6% would be only affected by maybe 1.4% if COMS is only falling short by 10% and COMS shortages not due due broadband

rok