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

To: FR1 who wrote (5056)	1/1/2001 10:21:11 PM
From: neverenough	Read Replies (3) \| Respond to of 6531

I'd say it's more about valuation, at 84 BRCM is still sporting a mc of 20B and a pe of 200, not cheap by any standards. PMCS has a mc of 13B and a pe of 243, and the crown jewel AMCC has a mc of 22B and a pe of 324. At this point theres a good case for more downward pressure on all 3 stocks. Much of AMCC rise last week was due to them being added to the S & P 500 I really don't think the 40's are out of the question with this one. I'm looking for the 50's in BRCM, and PMCS. This is all based on the fact of the NASDAQ continuing it's loosing ways... Had you shorted PMCS and BRCM 3 weeks ago you'd have done well. siliconinvestor.com

To: FR1 who wrote (5056)	1/1/2001 11:10:13 PM
From: Didi	Read Replies (1) \| Respond to of 6531

Franz-re: BRCM vs PMCS & AMCC moneycentral.msn.com One example: EPS (Qtr vs year ago qtr) ___________________________________________________ Broadcom 45.00% PMC-Sierra, Inc. -48.90% Applied Micro Circuits 42.90% ------------------------------------------------------------------------------------------------------------- Courtesy of ggershuni on RG's BRCM board: usatoday.com usatoday.com >>>Kevin Landis: And you do need a high-speed Internet connection. Wien: I'M BUYING BROADCOM, the leading integrated circuit company for broadband communications. The stock has had a major decline, but it produces superior products and has earnings. Kevin Landis: Byron is right to focus on Broadcom. It is one of a handful of companies in position to catch the great communications wave the way Intel caught the PC wave and rode it to become the world's most valuable chip company. Intel is trying to catch this next wave, too, but it is a long shot. With Broadcom at the front of the pack are PMC-Sierra and Applied Micro Circuits. Just behind are Vitesse, TranSwitch and GlobeSpan. Five years from now, I think one of these others is going to be the world's most valuable chip company.<<<