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

To: Lizzie Tudor who wrote (6269)	8/7/2002 12:51:17 PM
From: uu	Read Replies (1) \| Respond to of 6531

I am currently short in BRCM (and just to put things into perspectives, I have only shorted 3 stocks in all these years that I have been investing in markets - with BRCM being one of them)! As for buying BRCM, I will not touch this one even if it drops to single digits. This will become another VTSS, or JDSU. (incidentally just FYI I am long JDSU with an average share price of about $41/shr!! so there you have it!)... And lastly take my advice for what is its worth as I have proven to be wrong many many times in the past (e.g. as evidenced by JDSU, and many other stocks that I paid so much for and are now in single digits), and I am sure will be wrong in the future too. But for now at least, I see BRCM going into single digits with absolutely no obstables ahead baed on the reasonings I gave in my previous post. Regards,

To: Lizzie Tudor who wrote (6269)	8/13/2002 4:31:20 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6531

BRCM is really holding up here. We may get a selloff tomorrow after the amat numbers in the sox (I think the amat numbers looked good, but I see it is off a little in AH so maybe guidance is bad). On the next downdraft I will pick up some brcm, single digits or no. This stock rallied almost 30% since I was on this thread last, in bad mkt conditions with some nasty articles about cisco squeezing supplier margins. I see Bush wants a tax cut for broadband so the sector might pick up a little soon. L