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To: The Ox who wrote (2451)	7/24/2013 12:37:03 PM
From: The Ox	Read Replies (1) \| Respond to of 8247

BRCM p/s down to about 1.7....pretty damn attractive, IMO.

To: The Ox who wrote (2451)	8/19/2013 11:50:44 AM
From: The Ox	Read Replies (2) \| Respond to of 8247

BRCM now back to mid year 2009 pricing. Still watching for a rebound. Another one that seems way overdone to the downside but there's nothing in the chart (yet) that says step in front of the train, especially in the current market environment. I was looking at their numbers and I think current fair value is much closer to $30 or $33 than $25 but I don't price the stock<vbg>. I can't help but think about VLTR being taken out by MXIM. They were also priced down back to their 2009 levels before MXIM offered 50% more and nearly 100% more than the recent low they had touched earlier this year. Nice rebound by INTC this morning off an analyst upgrade, BTW. EDIT - here's the link to the BRCM chart Message 28765732