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Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1433)	1/2/2000 12:19:00 PM
From: Percival 917	Respond to of 10714

Hi Jerry, As far as GSTRF, I haven't done much more DD than what has been on then thread. I like the fact that they are using CDMA and there is a tie in with QCOM. Their idea of global communications is very appealing in light of the fact that they will be doing considerably cheaper than Iridium was. I am not familiar with the hiring of Joe Tucci by EMC. I would like to hear more from you on why this bothers you. NTAP is my main holding in the storage arena due to Gilder's recommendation. I was looking at EMC to have SAN covered, but with a smaller position. I may not do this depending on your views on Tucci. I will also do some DD on Tucci myself. Have a good trip, Joel