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To: Victor Lazlo who wrote (119049)	3/1/2001 11:18:42 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

Victor, I was feeling badly that I may have sold BRCM at its bottom. After the ORCL warning, well nothing looks good. I am glad to have lightened up. Glenn PS I2 and Ariba were killed after hours on the ORCL warning.

To: Victor Lazlo who wrote (119049)	3/2/2001 12:51:47 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

Victor, what you say applies not only to brcm but to most of the high fliers we discuss around here. i suspect you would agree with me on this. as these high fliers move from the tornado to main street (to use gorilla game terminology), pe's and ps's tumble and it is probably not the best time to own them except as lt holds bot at much lower prices. but eventually good companies in this category turn into intels, microsofts and oracles, and ignoring the bubble of 1998/1999 and its deflation in 2000, such investments have certainly outpaced most other investment alternatives. whether brcm is making the transition from tornado to main street i am not sure. certainly the potential for broadband is huge, and brcm is in its sweet spot. the fact that it's tumbling is a factor of the current stock market environment. of course that alone does not justify owning a stock like brcm right now. at any rate, it is always easier to make sense of these things after the fact. while i hate seeing brcm and so many of these other stocks crumble, i can't say it surprises me. in fact, when i made my major investment allocation restructuring in 5/2000, i tried to take this worse case situation into account. so now i am trying to live thru this mess and thankful i'm still standing..... rob