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Technology Stocks : GALT - Galileo Technology

GALT 5.700

+4.2%

Dec 3 3:59 PM EST

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To: Jonathan More who wrote (69)	5/22/1998 7:59:00 PM
From: Chuck Agger	Read Replies (1) of 584

Jonathan, the (limited) research I've done suggests that GALTF does in fact have an "unfair competitive advantage" with respective to its Ethernet chips in that despite your predictions of possible future competition, GALTF is well ahead of the curve and should sustain an advantage at least through the current product cycle. I completely agree that CSCO is a better fundamental investment, but what are your thoughts, specific to today's competitive situation, which will impact GALTF stock price in the next six months? Also, can you furnish any references to NEC "taking major business away from GALTF"?. Thanks for your input, it's the most valuable I've seen on this thread. chuck agger

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