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

To: Steve Antonelli who wrote (1010)3/4/1999 11:13:00 PM
From: Diana R. Chambers  Read Replies (1) | Respond to of 6531
 
Steve,

<As a holder of both INTC and BRCM (roughly equal $ amounts), (snip)
<Long term, I'm not too worried about it... both are great <companies....
<(I think the basket approach is the best way to go).

If you think the basket approach is best, do you think you are diversified enough with just the two, ie intc and brcm? I am a longtime holder of intc--and GIC--but only recently aware of brcm.

Thanks, Diana



To: Steve Antonelli who wrote (1010)3/5/1999 7:34:00 AM
From: Patsy Collins  Respond to of 6531
 
although sec filings haven't caught up, INTC was one chief seller of BRCM during the last swoon. Look for 1st QTR filings in 2 months...


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