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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (30651)	2/7/2001 3:57:00 PM
From: im a survivor	Respond to of 65232

Did I just hear something on FOX about BRCM...CEO or COO said sales were not "as robust" as anticipated.....sounded like a warning to me, but I only caught part of it...definatly was saying something to the effect that brcm weakness was not necessarily due to csco, but due to comments from one of the head honcho's at BRCM...can anyone confirm........like ntap...this baby, could shoot the gap in either direction.....to $120....or to $55 in a flash.....which way does it wanna go?? Keith