broadcom: analystenbetrug durch morgan stanley ??? - 500 Beiträge pro Seite

[TheWind]

das ist nicht das erste mal, dass mir die morgan-stanley-brüder unangenehm auffallen. schaut euch deren "werk" mal an:

24.03.03:
Der Börsenanalyst Mark Edelstone von Morgan Stanley rät den Investoren weiterhin, die Aktie des Halbleiterherstellers Broadcom (ISIN US1113201073/ WKN 913684) überzugewichten.

27.03.03:
Die Aktie von Broadcom verliert aktuell deutliche 8,9 Prozent. (inwischen mehr). Der Titel wurde von den Analysten von Morgan Stanley zuvor auf Equal Weight von Overweight herabgestuft.

als grund für die abstufung wird der bekanntgegebene management-wechsel herangezogen. fadenscheinig, denn das ist business-alltag...


MEINUNGEN ?

[ohshit]

Da fällt einem echt nix mehr dazu ein. Der Kleinanleger ist wie immer der Hintern....

[TheWind]

damit man mal sieht, was da als begründung herangezogen wird: die pressemeldung. das ist nicht mal ein change im top-management, sondern auf zweiter ebene. lächerlich.

und schade für die, die "den hintern herhalten", denn aus fundamentaler, aber auch aus technischer sicht
sieht/sah es genau jetzt sehr gut aus. dazu ein kommentar in der nächsten meldung. hier erstmal broadcom themselves:


IRVINE, Calif., March 26 /PRNewswire-FirstCall/ -- Broadcom Corporation , the leading provider of integrated circuits enabling broadband communications, today announced that Duane R. Dickhut has been named to lead its ServerWorks subsidiary, replacing Raju Vegesna as the head of that business.

Mr. Dickhut, who previously headed Broadcom``s Broadband Processor Business Unit, has considerable executive experience in management and growing businesses at both the semiconductor and system levels. Prior to joining Broadcom in January 2003, he held senior positions with SONICblue, Inc., Compaq Computer Corporation and Digital Equipment Corporation.

"With Duane``s extensive experience in server markets, including general manager positions as head of Digital``s NT Server Business as well as its PC Server Business, he is eminently well-suited to guide ServerWorks as it faces future challenges and opportunities," said Alan E. "Lanny" Ross, Broadcom``s President and CEO.

"Raju brought ServerWorks from a start-up enterprise to a position of industry leadership," said Mr. Ross. "Recently, there have been disagreements between the ServerWorks and Broadcom management teams over a number of operational issues and the strategic direction of ServerWorks and how the business fits into Broadcom``s long-term plans. In view of concern over these issues, we felt that Broadcom``s long-term interests would be best served by the actions we have taken today."

[TheWind]

`ne (nicht nur) technisch orientierte meinung aus den usa vom 26.03.03 (gestern):

Broadcom (Nasdaq: BRCM) may be looking to vault higher over the near
term, according to past performance when its SOIR has reached current levels.
The equity is trending along support at the 15.50 level, which is the top of a
former range. BRCM could use this support level to explode higher. Investors
remain skeptical of the shares, with open interest at the May 15 put jumping
from 2,896 to 5,781 contracts. What`s more, the number of BRCM shares sold short
increased nearly six percent over the most recent reporting period. Wall Street
also has its doubts, as only seven of the 21 analysts following the security
rate it a "buy."

This leaves ample room for future UPGRADES TO LIFT THE SHARES HIGHER.
This mix of technical support and pessimism has bullish implications
from a contrarian point of view.