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


To: Stoctrash who wrote (5000)12/20/2000 4:32:04 PM
From: Nick  Read Replies (2) | Respond to of 6531
 
"It's just a farking chip company"

Just like Intel was a few years ago.



To: Stoctrash who wrote (5000)12/20/2000 6:26:07 PM
From: Maya  Respond to of 6531
 
We'll break the other low tomorrow. CNXT prewarned.



To: Stoctrash who wrote (5000)12/20/2000 8:28:07 PM
From: A. Robbins  Respond to of 6531
 
Jesus Fred, you're like one of those toy poodles tugging at your pant leg when you go visit your inlaws. Pay attention to me...pay attention to me. Don't forget you were wrong for a hell of a long period as well re: BRCM. Yes the market is capitulating- don't take credit for it because many guys like you were screaming MSFT and INTC and CSCO were overvalued for over 10 years. Are they suddenly right? suddenly geniouses?



To: Stoctrash who wrote (5000)12/21/2000 7:30:19 AM
From: edamo  Respond to of 6531
 
fred...."just a chip company"

totally agree, owned it and prospered in its momentum stage....but what has been holding it up above its peers is the "broad" in broadcom....it is a fine company with strong growth potential, but it was perceived as something special and unique as it applied to broadband applications.....

the question now is "what is the state of broadband expansion".....apparently not evolving as most analysts believed..look at a company as t, that placed major emphasis on broadband....(existing communications infrastructure especially in populated urban areas, requires a great deal of investment to introduce broadband....not many around at the moment to make major capital investment!)

not to say brcm will be profitable, but to query why should it be valued so much above a company 25x its size as intc....?