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

To: Didi who wrote (4997)12/20/2000 4:18:41 PM
From: edamo  Read Replies (2) | Respond to of 6531
 
disu.... management, no matter how superlative cannot create the market place, especially when the management operates a company that is dependent on a dynamic that is beyond their control.

the comparison of atml and brcm was a real world, based on value and return on investment. companies are not purchased solely on the hope that they will grow rapidly, but by analysis of current and past financials.

brcm projects 2001 earnings at 1.43, considering the rule of large numbers, can it maintain a 300 pe, or even a 100 pe going forward? pe's shrink, as earnings grow.....

"prudent investor" is a relative term...was brcm a prudent investment at 200, or 150, or 125?



To: Didi who wrote (4997)12/21/2000 12:56:23 PM
From: sea_biscuit  Read Replies (1) | Respond to of 6531
 
Statements like yours are the reason why I strongly feel that we are a long, long, long way from the final bottom. This has gone down from zip-code P/E valuations to area-code P/E valuations. This still has a loooooong way to fall.

Good luck anyways. When the investors throw out their stocks in capitulation (possibly by end 2001 or early 2002), you will understand what I mean.


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