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To: Lizzie Tudor who wrote (145502)8/14/2002 11:30:16 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
Lizzie i'm not convinced BRCM is a "dog" as a company but the valuation is still very big given the business conditions. And the options issue is a big one for them.

And I agree re the returns on the short side in this mkt, in general. The biggest gains for the shorts have already been booked, imo.