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

To: Homecare who wrote (194)	4/22/1998 9:35:00 PM
From: Sam Nizam	Read Replies (1) \| Respond to of 6531

That must be the single most ridiculous analogy i've ever seen.

To: Homecare who wrote (194)	4/22/1998 9:39:00 PM
From: giddy guru	Read Replies (1) \| Respond to of 6531

//gg// BRCM earnings announcement today was unexpected. Nevertheless, they are excellent for an IPO. I understand your comparison to LU. BRCM is young, can grow much faster and so the multiples can be really high. But LU is well established with billions of dollars worth of backlog and almost a monopoly. BRCM, given time may grow like TLAB and LU or fall like XYLN, SHVA or FORE. Competition could be fierce and a lot depends on how shrewd the management is! Time will tell. /gg/