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To: Moose who wrote (4506)1/20/1999 12:54:00 AM
From: George T. Santamaria  Respond to of 29970
 
WRT BRCM, when will their earnings justify their stock price? My bet is with SFA, solid earnings, excellent product portfolio, #1 in the cable hdwe market, good P/E deteriorating because of fast appreciation.

FYI, SFA is an integrated supplier to the cable industry. Product portfolio includes lots of products used for the cable network, particularly upgrades which are required for buildout and set-top boxes. Check it out.