Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Allen Furlan who wrote (6392)	10/11/2002 8:38:08 PM
From: Paul Viapiano	Read Replies (1) \| Respond to of 6531

Hey, look...BRCM had the money in capitalization. That is the time to do the deals...that's when they all do the deals...CSCO, MSFT, INTC, AOL, etc...when your stock is high you have the means to do it... BRCM positioned themselves with wireless broadband, video compression and a lot more. A nice little portfolio of talent, if you ask me... Now, if you're a trader (and I've done my share, believe me) then you can nitpick when they're down and cheerlead when they're up, but if you're truly looking at the long-term (in a business sense, not the BS the mutual funds feed you), BRCM is well-positioned. The ball is in their court...now let's see how they play it.

To: Allen Furlan who wrote (6392)	10/12/2002 11:49:47 AM
From: FR1	Respond to of 6531

My conclusion is that this sector is dead money for the next several years. IMHO, The problem with this type of forecast is that it assumes the government does not exist. Using the same reasoning in late 1999 you could say the sector would be booming for years. The metro roll out of broadband had not even begun and Fiber to the home is behind that giving years of growth. Then the FED stepped in and decided to kill the market for purely academic reasons. If congress suddenly felt like bringing this sector back to life they could. All they have to do is say it is a priority for our goverment to see that all americans have broadband access in 3 years and make some kind of plan to see it happen. I will agree that with no government intervention it will take a long time. We have to get the elections and Iraq behind us and then slowly the telcom industry will come back to life provided AG does not do another hatchet job.