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

To: mishedlo who wrote (24116)	1/23/2002 7:51:36 PM
From: Softechie	Respond to of 99280

Mish You're hitting the nail on the head!!! KUDOS!!!

To: mishedlo who wrote (24116)	1/23/2002 8:02:00 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 99280

Listened to BRCM conference call, Henry Nicholas III, is absolutely the best spinmeister I've ever heard. Not a word about GAAP numbers, not even a reference. Even AMZN listed GAAP numbers... BRCM's (-.11) is PRO FORMA Their 2 primary customers are MOT and CSCO. That surely doesn't inspire me.... Sold off after hours, wonder who will upgrade tomorrow? Gotta be a short on any rally. Fred <No position, but if they rally it up, I'll have one tomorrow going into FOMC...>

To: mishedlo who wrote (24116)	1/23/2002 10:06:18 PM
From: byhiselo	Respond to of 99280

i pretty much agree with your sentiments except SEC won't crack down on pro-forma nonsense unless someone higher up the food chain forces their hand, i highly doubt the 'bought-and-paid-for' mr. pitt would mandate such on his own (he will be dismissed or quit before he lets such a change go thru imo) since the departure of mr. levitt, the sec has hardly been worried about the plight of the individual investor i continue to think this will take a groundswell of public outrage at wall steet and the financial industry including corporate america), congress will forced to act it is going to happen, i'm betting on it cheers