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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (23736)	3/21/2005 9:45:57 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

08:58 BRCM Broadcom: Positive data points accumulating - UBS (29.70 ) UBS out positive on Broadcom saying public reports and industry checks indicate a pick up in the ordering and business climate surrounding Broadcom. Among the positive data points are increased distribution ordering, improving foundry activity, and longer lead time design activity. Echostar (DISH) back as a growth catalyst. Strong net adds of 430K exceeded expectation and were up 22% q/q. DISH's net subscriber growth also translated into a strong 29% sequential decrease in inventories to $272 million. According to the firm this reinforces conviction DISH will return as a >10% customer in 2005. The firm also notes positive read through from JBL guidance for growth to accelerate overall in its fiscal second half. The firm reiterates its Buy rating and $39 tgt.