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

To: uu who wrote (6387)	10/10/2002 5:32:05 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 6531

Addi, my two bits for what it is worth. Storage markets pushed out but need will accumulate. Brocade is well respected in its niche. BRCM has much more difficult market and stronger competitors. BRCM and BRCD were in lock step for past year until BRCD had severe breakdown. Last issue of Barrons had brcd as sixth ranked tech based on PEG analysis. Therefore I would speculate that 2 shares of brcd will be worth more than 1 share of brcm in two years. Neither here nor there I have been buying slr and selling leaps(2005/2.5) for past month. Net of covered calls you can get slr for .8-.9 and I will predict that stock will b e greater than 2.5 by January 2005. If so this strategy is a three bagger.