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To: Lizzie Tudor who wrote (15891)	1/23/2003 6:14:42 PM
From: techanalyst1	Read Replies (2) \| Respond to of 57684

I think that they'll continue to grow like that for a few years. Just a good niche to be in without a ton of competitors for the moment anyway and a good biz model. Valuation probably puts a cap on it not too far from here. I think they made the upper end (or exceeded) their full year guidance of a year ago. Pretty decent forecasting. TA

To: Lizzie Tudor who wrote (15891)	1/23/2003 6:30:05 PM
From: Lizzie Tudor	Respond to of 57684

BRCM down ah on CEO retiring, maybe numbers didn't add up to whisper numbers too. I want to buy brcm but cheaper, maybe this is my chance. They have 2 founders, (one of which is retiring CEO) who own 12% of outstanding shares of the company EACH. This ownership means they will have a tough time getting experienced management from the outside. Of course once he retires completely from the company he can liquidate his position more freely, too. He likely won't be selling much as long as he is co-chair of the BOD. Henry Nichols, Broadcom's CEO and president, said he resigned to tend to " serious family matters." He will serve out his term as co-chair of the board, but will not stand for reelection afterward. Chief Operationg Officer Alan " Lanny" Ross will serve as CEO until a permanent replacement is found. 5:15PM Broadcom guides Q1 revenue above consensus (BRCM) 17.49 +0.65: On call, says revenue in Q1 will be up 3% to 5% over Q4. That translates to $304 million to $311 million, compared to current average forecast of $296 million; says it will achieve "small pro-forma profit" in first quarter compared to average estimate of $0.02 profit. 4:51PM Broadcom's CEO resigns due to 'serious family matters' (BRCM) 17.49 +0.65: -- Update -- 4:19PM Broadcom tops estimates (BRCM) 17.49 +0.65: Reports Q4 (Dec) loss of $0.02 per share, $0.01 better than the Multex consensus of ($0.03); revenues rose 2.0% year/year to $295.9 mln vs the $290.0 mln consensus.