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To: bonnuss_in_austin who wrote (8386)	1/3/2001 12:37:20 PM
From: Jorj X Mckie	Respond to of 13572

BIA, Yes, I am long on CSCO. JNPR too. And I am decidedly biased where this particular sector is concerned. However, I don't consider it a blind bias. I think that BRCD will be spanked very hard, BRCM probably still has some room to the downside too. I don't like BRCD's long term story. My opinion on BRCM for the long term is in flux. I consider the current last mile solutions which BRCM caters to (DSL, Cable Modem) to be an interim or stop gap solution until true broadband can be deployed in the last mile (Fiber to the Home, Fiber to the Building). If BRCM makes the transition to those types of products (Still some time for this to happen), I would like their growth potential for the long term. BEAS and SEBL should be successful businesses for the long term, but the valuation may be still be high. JXM