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To: Johnny Canuck who wrote (40608)	1/13/2004 3:28:15 AM
From: Johnny Canuck	Respond to of 69599

13:47 Broadcom momentum fueled by sellside commmentary (39.52 +2.74) Broadcom (BRCM) exhibiting strength in today's trading on the heels of 1) CIBC's raising of estimates this morning on increased optimism for Q1, and 2) similar comments this morning made by Prudential following the CES show in Vegas suggesting BRCM is well positioned. CIBC's comments this morning indicates that sales to CSCO are ramping as that company prepares for a further recovery in IT spending. DSL, Wi-Fi, Bluetooth, GPRS, and SiByte also appear strong. The firm believes there may be some slight upside to Q403 guidance of 7%-9% sequential growth. Traders currently speculating CSCO indications bode well for the sector and peer competitors such as MRVL. 13:39 UTSI spikes on reports Chinese co's to sign $200 mln contracts Reuters is running headlines that Chinese co's are set to sign $2 bln worth of contracts, that UTStarcom (UTSI) will announce a contract worth $200 mln, and that Motorola will announce two contracts worth more than $1 bln.

To: Johnny Canuck who wrote (40608)	1/13/2004 3:28:15 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69599

13:47 Broadcom momentum fueled by sellside commmentary (39.52 +2.74) Broadcom (BRCM) exhibiting strength in today's trading on the heels of 1) CIBC's raising of estimates this morning on increased optimism for Q1, and 2) similar comments this morning made by Prudential following the CES show in Vegas suggesting BRCM is well positioned. CIBC's comments this morning indicates that sales to CSCO are ramping as that company prepares for a further recovery in IT spending. DSL, Wi-Fi, Bluetooth, GPRS, and SiByte also appear strong. The firm believes there may be some slight upside to Q403 guidance of 7%-9% sequential growth. Traders currently speculating CSCO indications bode well for the sector and peer competitors such as MRVL. 13:39 UTSI spikes on reports Chinese co's to sign $200 mln contracts Reuters is running headlines that Chinese co's are set to sign $2 bln worth of contracts, that UTStarcom (UTSI) will announce a contract worth $200 mln, and that Motorola will announce two contracts worth more than $1 bln.