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To: Victor Lazlo who wrote (145668)	8/17/2002 10:20:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

Everybody here talks about brcm like its a dog... but it isn't barking- yet. Addi convinced me the fundamentals aren't great. But brcm has rallied almost 50% in the last 2 weeks, and still has a 5billion+ mkt cap. The issue of cisco provider margin squeeze didn't faze the company. And we don't know the outcome of the options issue yet. L

To: Victor Lazlo who wrote (145668)	8/17/2002 10:56:46 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Glenn was one of the first to get of Billys highly touted # 5 greed Ariba. >>Not surprisingly, most of the executives on our list declined to discuss their stock sales. Those who did often professed to be simply oblivious to the issue. "We really provided tremendous value," insisted Keith Krach, chairman of Ariba. His total take: $239 million--with his first sale coming a mere 122 days after Ariba's IPO and two days after the expiration of his unusually short four-month post-IPO lockup.<<