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

To: Ibexx who wrote (6037)	8/20/2001 11:32:18 PM
From: Stoctrash	Respond to of 6531

Glad you were aware....maybe next time you can post it promptly so everyone knows right away just how well BROAD.CON is doing?:-) <<While COMS used to represent a large portion of BRCM's revenue, we believe that they currently account for well under 10% of sales, and their network adapter card business is weak. >> Who's gunna pick up that slack? We're they not 20+% not too long ago? Down playing the SFA news is joke too. The STB market is going to be one nasty cat fight. The fact the stock was green today is meaningless, IMO the day before the FED meeting. I hope they ramp this whole QQQ basket much higher the next few days, make em even better shorts. The facts remain very bad for the "SUX" index and valuations are way outta wack by a factor of 2,3 or more. ====== Lehman: Maxim Integrated Prds(MXIM) 3 - Market Perform S. Dickson Outlook Remains Murky, Valuation Rich (C) OLD NEW STREET P/E Price: $46.5 EPS 2000 N/A $0.88 N/A N/A 52 Wk Ra: $90 - 34 EPS 2001 $1.22E $1.26A $1.19E 36.9 Mkt Cap: $14.7B EPS 2002 $1.04E $0.80E $1.03E 58.1 FY: 6/30 Price Target N/A N/A Rank 3 3 We would continue to avoid MXIM near-term as the recent run up in valuation anticipates what seems to be an overly optimistic scenario for an industry recovery. Revs of $318M (-20% q/q) was in line with the low end of guidance. EPS, excluding charges was $0.25, versus our $0.21 estimate. Upside in earnings was driven by gross margin of 69.8%, including a $10 inven reserve. Outside of PCs, there doesnt appear to be any material improvement in end demand, as inventory levels are still relatively high and economic conditions outside of the US worsen. Guidance of revs -25% q/q was worse than our -15 to -20%, with growth now questionable for Dec. Our new FQ1 and FY02 EPS ests are now $0.17 and $0.80 versus prior ests of $0.22 and $1.04. Cost reduction and integration plans with Dallas Semi are ahead of pland and should result in $150M pre-tax savings in FY02.

To: Ibexx who wrote (6037)	8/29/2001 7:04:11 AM
From: Stoctrash	Read Replies (1) \| Respond to of 6531

Don't fight the FRED, honey :-) BROAD.CON insiders selling like mad.... Got Liar CEO? Got lawyers!!!! ========= insidertrader.com ========= To:Teri Garner who wrote (12864) From: Bocor Wednesday, Aug 29, 2001 6:07 AM Respond to of 12872 >>Check out the INSIDER SALES on BRCM>> 4+ million registered for sale in the past week..... DJ Holder Registers 4,040,000 of BROADCOM CORP -CL A (BRCM) 22 Aug 00:01DJ Holder Registers 100,000 of BROADCOM CORP -CL A 28 Aug 00:01DJ Holder Registers 100,000 of BROADCOM CORP -CL A (BRCM) 22 Aug 00:01