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Technology Stocks : Vitesse Semiconductor

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To: JZGalt who wrote (2670)7/2/1999 7:41:00 PM
From: Howard Bennett  Read Replies (1) of 4710
 
Well then, off the record, just between you me and a lamppost...

Since GALT is a large holding of yours, do you sleep well at night, are you comfortable? Relaxed? <knudge, knudge, wink, wink>

Do you think the analysts who cover GALT for Wall Street are competent to understand semi-conductor business? There are plenty who do a terrible job -- MU comes to mind, COMS comes to mind.

Just wondering outloud.
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