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Post# of 704044
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Hobie1Kenobe

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Re: Hobie1Kenobe post# 197890

Tuesday, 01/27/2004 5:06:47 PM

Tuesday, January 27, 2004 5:06:47 PM

Post# of 704044
On call, BRCM says it has not experienced any seasonal softness in the Q1 (Mar) period, and now expects a 10% sequential increase in revenues... This puts revs at ~$527.01 mln versus the Reuters Research consensus estimate of $467.5 mln... Management also says that bookings have been strong, and gross margins should be around Q4's (Dec) level.
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