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

To: Bruce Brown who wrote (4890)	12/9/2000 11:35:29 AM
From: neverenough	Read Replies (1) \| Respond to of 6531

Here you go Bruce, lets see what 50k is worth a year from now. siliconinvestor.com

To: Bruce Brown who wrote (4890)	12/9/2000 2:38:39 PM
From: Joe Giorgianni	Respond to of 6531

I think we should just force FredE to buy a basket of Broadcom, AMCC, PMC-Sierra, Conexant and Vitesse. Then send him off to go fishing for about 5 years at which point he would be allowed to come back and see what he's got in his portfolio for $$$. <ggg> Wouldn't it be fairer if we force him to short that basket? Joe

To: Bruce Brown who wrote (4890)	12/10/2000 1:07:49 AM
From: Stoctrash	Read Replies (1) \| Respond to of 6531

I'm here....what is all the yapping about? I like your basket approach, btw....BUT I would add to that 5 year deal, "when they get fat like a big you gotta take some bacon." <GGG> CNXT does look like a value play if they get their act together. siliconinvestor.com I told you (or somebody) the hard core shorts had likely covered ... unless "are you dumb...are you four years old,.. " lol...sorry just having fun,,, Now...show me those fundamentals that it's worth $250 a share again. Show me the fundamentals peoples!!!!??? You assume the fundamentals will be X in 6m-12 months, I say closer to Y for many reasons that I have posted. It's a great company and all...great stuff, some great moves, but like a hot golfer,...(even Tiger gets into a funk now and then :-) Which leads me to the analogy of the Week post,, Analogy of the week: I think they got into a situation where you need to be laying up with a 5iron and they've pulled out a 3wood to go for it, sand traps, water, trees and a foul wind a gusting. ps...been golfing since 9yrs old, so I know my golf perrrtty good ;-) too bad that means nothing when it comes to stocks, damn!! LOL