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

To: Larry Livingston who wrote (6304)	8/19/2002 2:53:38 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6531

BRCM has no monopoly and competition will become more aggressive. And this is the issue I am trying to wrestle with. I know what we have in software- all small companies dead, no startup companies funded and a few, (very few) remaining players. Therefore, the fact that nobody has a monopoly doesn't matter. Whoever has cash from the bubble and has a mkt will prosper, competition is gone. I don't know if thats true in the chip biz. There are almost no startups funded I do know that- atheros was funded in the bubble. L

To: Larry Livingston who wrote (6304)	8/19/2002 8:07:59 PM
From: 2MAR$	Read Replies (1) \| Respond to of 6531

MRVL also made an announcement of this CMOS 802.11b Wireless Lans today with Industry's first two-chip solution ... biz.yahoo.com have to admit I'm with Lizzy trying hard to evaluate the projected growth here in valuations asigned to these company's..but a momo is a momo for trading purposes , but I would see BRCM getting overvalued in a hurry up past $25... DELL lit the fire lately , with a winding down of earnings reports and less impact of more company "bombs" , plus the main traders all off on vacation , leaving thin volumes and 2nd and third string traders on the floors . * Interesting enough and soon enough , we'll be seeing MRVL's report this thursaday night after the bell...