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To: SJS who wrote (10510)11/9/1999 7:46:00 PM
From: Thean  Read Replies (2) | Respond to of 14427
 
Received the $100 check from I-exchange so I am now a bona fide anal-yst. <GG> Give it a try - maybe you can win the $100 just as easily.

With the WAN vs LAN discussion on GALT and how it may send GALT straight down the toilet, anyone has any thought on TXCC and where most of their business is targeting? GALT and TXCC are the only two semi's that have not taken off like a rocket since their rebound.

GNSS is down in the 15's again. We may see the peak of the tax loss selling soon. GNSS is going to be an easy double from here in a matter of months once the street decides Taiwan supply constraint is overblown and things are back to pre-quake level.