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To: uu who wrote (145611)	8/16/2002 6:54:11 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

BRCM used to be a great Mo-Mo stock and an insider selling machine. Has it changed? finance.yahoo.com

To: uu who wrote (145611)	8/16/2002 7:27:18 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 164684

Now you make me feel bad, because I was one of the shorts who told you about BRCM's fundamentals - and the fact that I believe it will inevitably trade in single digits by October time frame - And I still stand by that. Message 17844634 Message 17857341 LOL! You know... I thought about writing that, I hope Addi doesn't see this- because you and a few others over there actually convinced me that fundamentally brcm is not the place to be! Which is an entirely different thing than trading, of course. And since I don't know the industry I have to rely on the opinions of others... I agree with you that the insider selling doesn't look right. I got no valuable info from stoctrash's posts btw. Actually, what happened is, I posted a simple OB question on brcm on the new economy thread. Message 17763570 After posting this, I got 3 PMs from people telling me to stay away. On the same thread somebody asked if I was considering going long... apparently in disbelief. Then I had to explain myself in this post as if going long is such inherent stupidity- Message 17763885 I'll admit I was a little early thinking going long was the place to be, in May of this year. And there are still some crap stocks out there on the naz that are overvalued even now... brcm may be one. But at this point it seems to me its the shorts who are playing with fire, and for a company to be a worthwhile investment for me it 1)does not need to have an "e" in P/E, what I want is cash flow positive, 2) I don't care if they expense options or not, 3) insider selling may or may not be a red flag depending on amt- SOME insider selling is perfectly normal imo. I'm also completely uninterested in dividends of any kind, or any company that pays dividends. So I obviously have a different set of criterion for what makes a company a good investment vs. the trader/bears. But what annoys me is when they portend to speak for the "investment universe" (which includes longs like me) when they demand these things like options expensing and dividends. Anyway, sorry for the rant, not trying to pick on the brcm bears or anything, in the end you may well be right, I'm just bummed at how SI has deteriorated for LT investors who want to discuss fundamentals vs. how smart some trader is or what a fraud the naz is. Lizzie