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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: billy97 who wrote (9256)	11/29/2001 2:35:05 PM
From: Sully-	Respond to of 99280

* 14:25 ET Broadcom (BRCM) 45.26 -1.69 (-3.6%): --Update-- CSFB thinks company was deliberately not being overly optimistic and referring to limited visibility because it is coming up on the end of its stock refresh for employees, which it began in late-June. Consequently, believes BRCM has an incentive to keep from sounding overly bullish. Wouldn't be surprised to see stock sell off further as company continues to water-down comments until end of stock refresh, which occurs around 12/21.