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Technology Stocks : GALT - Galileo Technology

GALT 2.940

-4.6%

Jan 29 3:59 PM EST

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To: Howard Bennett who wrote (580)	1/16/2001 11:24:00 AM
From: Johnny Canuck	Read Replies (1) of 584

Hi Howard, I would wait till we get some of this weeks earnins out of the way. A lot of heavy hitter report this weak. Companies like AMCC, JNPRm FDRY and RFMD report today and they will give you visibliity into the entrprise, the carrier and the wirless space. The ADTN CC this morning is reporting dramatic changes to the down side in pricing of components. Expect further reduction this Q or by mid-year. The TQNT pre-announcement of good results may be company specific right now. You need RFMD to confirm to give visibility into wireless. Similarly FDRY will give you the first data point on the enterprise side.

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