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To: Brasco One who wrote (16625)	11/29/2001 1:21:03 PM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

Donny, BRCM made a sharp turn from early level. 13:01 ET Broadcom (BRCM) 45.33 -1.62 (-3.5%): -- Update -- At CSFB conference, comments on news out this morning that AT&T Broadband to purchase 200,000 of Motorola's newly introduced DCT2500 digital set-top terminals in 2002; says expects to begin ramping around the middle of the yr... Overall, tone of presentation was mixed; most significant pt was that company has little visibility into when its key customers will begin experiencing recovery in business. 12:52 ET Broadcom (BRCM) 45.70 -1.25 (-2.7%): -- Update -- At CSFB conference, acknowledges that long-haul market is overbuilt; not trying to protect that biz. Prospects in the metro market look better. 12:42 ET Broadcom (BRCM) 46.10 -0.85 (-1.8%): Company presenting at the CSFB conference; reminds that biz enterprise networking market has been plagued by inventory issues; seeing some early upgrades going on as part of gigabit transition. Inventory workdown happening, but visibility still weak into the timing of capital spending... Stock tumbles to new intraday low. Regards, Tom