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Broadcom Corp. Message Board

  • SStan_the_Man SStan_the_Man Mar 8, 1999 9:06 PM Flag

    The best is yet to come...

    Hi all longs,

    Not a bad day, Huh? If you
    think today is good, the best is yet to come. Today's $
    66 closing is about in the pice range BEFORE the Q4
    earning announcement in Feb. What happend since?


    - They blew out the Q4 earnings estimate.
    - 2-1
    split
    - Merrill reiterates Strong Buy
    - MSDW upgrades
    to Buy
    - Montgomery starts w/ a Buy
    - new VDSL
    deal w/ Nortel.

    And you think we should stay at
    mid 60s for long? BRCM can easily goes up to upper
    70s, easily. Look some of the big movers today, CNET,
    EBAY, ONSL... and think about the type of companies
    they are and BRCM is, you would conclude that BRCM has
    a huge upside. Anyone shorts, or even think about
    shorting BRCM has a serious brain problem.

    Somebody
    on the board thinks the Q1 earnings will fall short.
    That's BS. If you read the several comments BRCM/Henry
    N. made last few weeks, especially regarding the
    INTC/LEVL deal, you think they would make those comments if
    they knew there's a slight possibility BRCM will have
    bad Q1? NO WAY! I can't wait for the Q1 earnings
    release!

    BRCM will be ready to take off...

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • This stock is ready to surge. I'm new to this one
      but it's a sure winner. Ask yourself one question: Do
      I believe in bandwidth? If the answer is yes, and I
      know it is (cause you're on the net now, and phone
      lines suck) then BRCM is a SURE winner. This is the
      year that bandwidth comes of age. Just wait till folks
      get a taste of high-speed i-net access. Everyone will
      gladly pony up $40 a month and say bye-bye to AOL. Road
      Runner is the service in my area, and should be
      available this spring. I cannot wait to switch. Now, ask
      yourself: who will capitalize from this mass movement?
      That's right, BRCM and anyone who owns it. Responses
      welcome. Also check out my other winner, CMGI.

      Demo

    • Reddev's comments lead to an interesting thought.
      Let's say cable wins out over PCs. What does that mean
      for PCs? If you target towards business, government,
      etc like Dell, then not as much as other PC makers.


      So here's the irony. Dell gets whacked for not
      making <$1,000 PCs. But what do the people who buy
      those use them for? Internet 99% of the time. So if
      cable wins out, will the impact be that huge for Dell?
      Perhaps not as much as initially thought.

      Dell's
      focus is not on selling to the internet-only crowd. And
      look what they've accomplished. Too bad they got
      whacked for "doing the right thing" by avoiding the
      <$1000 PC crowd.

      Reddev, although not intended,
      your comments help provide clarity on another
      front....Dell. Thanks.

    • that brcm hasn't bottomed yet, i suppose
      anything's possible. however, let me tell you, out of every
      100 stocks that i've seen make that kind of a bottom,
      (climactic sell off on heavy volume with a tremendous bounce
      up, about 40% in this case, on even heavier volume)
      99 of them will not breach the previous low. if brcm
      sees less than 50 again, i will be shocked.

    • Seems there's a growing trend among many of us
      who believe little weight should be given to analyst
      upgrade/downgrades. Just seems like an easy conflict-of-interest.
      Downgrade on slightly or perceived bad news, buy large
      blocks, then upgrade. I firmly believe in BRCM...just too
      bad that it was knocked around in the first place.


      MC2K...Who provides your cable access? I agree, the phone
      connection is pathetic.

    • Yes, downgrade/upgrade is part of institutional
      investor's
      maneuvers. But, what can we do? Outsmart
      them?
      The best way is to tag along with them. Buy
      as they accumulate
      and sell as they distribute. I
      have already made a fortune
      trading this
      way.

      MediaOne cable company provides me with broadband
      connection.
      Do you enjoy viewing images in newsgroups using
      dial-up?
      With cable modem, these pictures or video clips seem
      to locate
      on my local hard disk.

      Once
      online, speed is everything. I'll never ever go back
      to
      dial-up connections.

    • Back 6 yrs ago, I was doing my MSCS thesis on
      Video-on-demand,
      so I guess I had a little more knowledge/vision
      about broadband than you do.

      So what's the
      problem? The problem is not with BRCM the company,
      it's
      with the poeple who keep hyping/manupilating this
      stock,
      including MSDW, and many on this board. Do I
      believe BRCM was
      a good stock to invest in, yes I did
      so right after its IPO. But
      do that made me
      believe BRCM deserve such a premium, probably
      not.

      So let's present our opinions on this board, and let
      those who
      are so far less educated on broadband and
      other technologies not get trapped by these greedy
      hypers.

    • You own BRCM and hope it goes down. I am 100%
      certain now
      you are an insane person.

      If you
      have shorted BRCM, you are dead. Know why?
      People
      speculated that IBM, Sony, Nortel, Motorola, Cisco or

      3Com would acquire Broadcom soon, as Steve Harmon
      pointed
      out yesterday.

    • You must have sold or shorted BRCM, otherwise I
      can't imagine
      why you are wasting your time here. If
      you are not interested
      in this stock, just focus
      your attention on other stocks.

      I have been
      using cable modem for three months. $39.95 a
      month
      for unlimited access. Do you know how I enjoy using

      it? Put it simply, I don't think I'll ever go back to

      phone line connection again.

      Market action will
      address your concern about BRCM.

    • Back 6 yrs ago, I was doing my MSCS thesis on
      Video-on-demand,
      so I guess I had a little more knowledge/vision
      about broadband than you do.

      So what's the
      problem? The problem is not with BRCM the company,
      it's
      with the poeple who keep hyping/manupilating this
      stock,
      including MSDW, and many on this board. Do I
      believe BRCM was
      a good stock to invest in, yes I did
      so right after its IPO. But
      do that made me
      believe BRCM deserve such a premium, probably
      not.

      So let's present our opinions on this board, and let
      those who
      are less educated so-far on broadband not
      get trapped by these
      greedy hypers.

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