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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (5757)	3/21/2001 9:03:12 AM
From: Wyätt Gwyön	Respond to of 6531

conference call dial-in number is 212.896.6123 according to briefing

To: Stoctrash who wrote (5757)	3/21/2001 9:12:49 AM
From: Venkie	Read Replies (1) \| Respond to of 6531

Fred the cc doesn't sound all that bad. I like that... what are you 4 yrs old<gg<

To: Stoctrash who wrote (5757)	3/21/2001 9:41:53 AM
From: RetiredNow	Read Replies (1) \| Respond to of 6531

No kidding. I think they'll warn too, because I think Cisco and others will warn in the coming month. So BRCM and a host of other Cisco stocks are going to come down more. But what I was talking about was the warrant situation. That's not the reason why BRCM should be down. BRCM should be down because their earnings growth potential has been slammed by the inventory glut in the economy. Once that reverses, BRCM and others like CSCO will take off. In the mean time, these companies need to clean up their balance sheets and move to more conservative accounting techniques so they'll be well positioned. So after we start seeing the next round of earnings, I'd say it's time to buy because we will have hit the bottom. But wait for the warnings. Don't pull the trigger too soon.