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To: Robert Rose who wrote (119085)3/2/2001 10:48:48 PM
From: Victor Lazlo  Read Replies (2) | Respond to of 164684
 
Rob you're right there are a lot of co's similar to the spot BRCM is in.

My 2 caveats re BRCM (and the same goes for many other tech co now)are: the growth is slowing, and the public float of the stock is growing substantially.

There is no doubt that BRCM is a great co and will be one to watch for years to come. But the stock price is a function of supply and demand, and supply is now a lot more plentiful than it has ever been before.

Victor