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To: Victor Lazlo who wrote (145442)	8/14/2002 3:32:57 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I actually agree with you about BRCM. I don't know much about chip companies other than what I read, and those guys on the brcm thread successfully convinced me its a dog. I can't say the same for SLAB though, I think that one is a real winner regardless of what the bears (who call themselves traders) say. But anyway even though brcm should, by all accounts, have crashed- it has not. There was even an article about cisco squeezing his suppliers which should have killed brcm and it had no effect (except to the upside). I really think the bears are getting a little greedy here and somebody is going to get burned. Somebody posted the other day, that the final stages of a bubble (up or down) yield the highest returns. That was certainly true in late 99/00. But has it occurred to anyone that those extreme returns to the downside have already occurred? I owned rstn earlier this year when it was an SSB "top pick" at 18 and now it is 1. I'll stick with my high quality long positions here. (brcm won't be one though) L