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To: Robert Rose who wrote (118984)	3/1/2001 1:25:07 PM
From: microhoogle!	Read Replies (2) \| Respond to of 164684

Robert, I am planning to buy BVSN, VIGN and ARTG with equal weighting. I think long term they should be significantly higher. They still have lot of cash to ride out the storm. Also I am planning to buy ITWO, ARBA, CMRC, FMKT equal weighting. I will start buying when I see strength in those market segments.

To: Robert Rose who wrote (118984)	3/1/2001 2:52:15 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

as for vign, why didn't you like their presentation? There was too much hype and not enough substance. Their explanation of java enabled included the end users doing a lot of scripting. BRCM as a firm is fine although their recent disclosure regarding how they were accounting for the agressive marketing discounts concerned me from a management point of view. It is legal but was intentionally misleading in my opinion.

To: Robert Rose who wrote (118984)	3/1/2001 9:29:25 PM
From: Victor Lazlo	Read Replies (2) \| Respond to of 164684

<<with brcm, i don't really care how much it declines into this recession, bear market, etc, as long as its management and business model remains solid. as far as i can see, those two are still in place? >> I read this kind of thing all the time and imo it's a major mistake in logic. The problem here is that BRCM is no fresh IPO anymore. Insiders have been selling consistently, and why not? So even if the co news releases return to the glory of 1998, which I doubt, the stock will not react the same as it did back then, because to make it go up, Joe Public now has to buy all the shares that insiders used to own. There just won't be enough buying power to cover it. Just like intel- it goes from being a great growth play to just another trading vehicle bouncing off of support and resistance lines. Victor