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Tenchu

04/01/03 1:10 PM

#92827 RE: Zeev Hed #92818

Thanks, Zeev, as always. By the way, I'm also short BRCM from 12.9. Stupid me for covering too soon (back when I thought the war would be over in a week). The firing of the ServerWorks exec is huge, IMO, and will probably lead to the eventual collapse of that division.

BRCM right now is below your "bounce" point of 12.5 and hasn't DCB'd above. I'll probably cover near 10 (or when the invasion of Baghdad starts, whichever comes first).

Tenchu