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To: Judy who wrote (24253)5/26/1999 1:24:00 AM
From: Stoctrash  Read Replies (1) | Respond to of 44573
 
Didn't talk to him on the phone, but from his email on Monday he seemed to think corrective activity was at hand and wanted to see how it panned out over the next few days before he did his June "map". Now I know...looking for more correctivity and a June 16th+- low.

That BRCM gap I belive was pre-earnings bump or news.
I'll have to look tomorrow to be more exact.
As you may have noticed...I'm not to bullish on their big picture.
Maybe I'm wrong and I should just run with my Pstop system on that sucker and toss my fundamental view out the window on that one totally. I'm short it again too, BTW, just a small toe in water though. The stock reminds me WAY too much of CUBE in its hay day. Their saving grace could be their network sector (Csco), I know for a fact that their STB & cable modeam biz is about to get chomped away at from many angles. Great company and all..but any stumble or use of currency and tank city IMO. See all the 144's filed the other day?



To: Judy who wrote (24253)5/26/1999 8:43:00 AM
From: Logain Ablar  Respond to of 44573
 
Judy:

The BRCM run started just over a week before a great article on the company in either Forbes or Fortune (I forget which, I subscribe to both). I doubt if that was the main driver but was one piece of good news on the company.

Tim



To: Judy who wrote (24253)5/26/1999 8:58:00 AM
From: Logain Ablar  Respond to of 44573
 
Judy:

It was the May 10, issue, see below. The issue comes out earlier than the 10th but I'm sure the stock moved prior to this date so maybe earnings vs. the pending article.

cgi.pathfinder.com

Tim