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

To: A. Robbins who wrote (5855)4/18/2001 1:30:39 AM
From: Bernard Levy  Read Replies (3) | Respond to of 6531
 
You are just witnessing the commoditization
of all of BRCM's markets. MRVL has taken the
lead in Gigabit Ethernet over copper, MOT
now adding CNXT as a supplier to squeeze BRCM's
ASP... We are seeing growth and margins vanish
overnight.



To: A. Robbins who wrote (5855)4/18/2001 1:33:46 AM
From: Ron Dior  Respond to of 6531
 
BRCM has huge short interest right now. Earnings projections have been slashed so terribly that anything short of bankruptcy will fuel this one. Against popular belief this company is not going out of business anytime soon. The company is still making money and is in a hot sector with decent fundamentals when compared to it’s peers. I think we could see the 50’s again before this next rally cools down. JMO

Ron Dior


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