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

To: Teri Garner who wrote (52448)4/17/2002 5:25:28 PM
From: t2  Respond to of 99280
 
17:14 ET BRCM Broadcom (38.76 +0.40) -- Update --
On call, company says it's seeing increased demand in the enterprise networking space...stock at 38.20.

-----------------------------

This is the kind of news that could cause a short term pop in the networkers like Cisco, imho.
(short term of course)



To: Teri Garner who wrote (52448)4/17/2002 5:28:17 PM
From: Zeev Hed  Read Replies (4) | Respond to of 99280
 
Teri, many people do not realize that BRCM is spending an enormous amount on R&D, a full 35% (relative to INTC's 15%), if they spent the same as INTC, they would have been quite green. That spending is what will keep BRCM growing at rates that are higher than the rest of the industry, IMTO.

Zeev


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