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Technology Stocks : GALT - Galileo Technology
GALT 5.470-0.7%Dec 2 3:59 PM EST
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To: Wizard who wrote (74)5/26/1998 9:23:00 PM
From: Chuck Agger   of 584
 
>>The trend is toward outsourcing to merchant silicon providers

I agree; your original comment was that Cisco doesnt want to compete
with its suppliers, which I objected to as a "blanket statement".

I also agree with your earlier statement that we'll have to get the
quarter behind us, although there may not be that much further to
drop (he said hopefully).

chuck
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