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To: Suresh who wrote (25128)	2/9/2000 2:07:00 PM
From: Johnny Canuck	Respond to of 68148

Jim, Try VTSS as a laggard. I am not sure what is keeping them down. They finally started to move on the recent up grade. The don't domain like the other stocks in a particular sector, but they are profitable and have trained mixed signal engineers and those are in short supply. siliconinvestor.com GALT missed the release date for their GALT III chip. It is behind 3 months if I remember the conference call right. It should be comming out soon. GALT III is a gigabit ethernet chip set and VTSS actually expects gigabit ethernet to grow faster in the second half of the year as opposed to other technologies.

To: Suresh who wrote (25128)	2/9/2000 2:09:00 PM
From: Johnny Canuck	Respond to of 68148

Anyone playing DISH, HLIT or other media related tech stocks for the media conference later this month?

To: Suresh who wrote (25128)	2/9/2000 2:31:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68148

14:03 ET Cohen Speaks : Speaking at a conference, Goldman Sachs managing director Abby Joseph Cohen says believes S&P 500 is "where it should be" right now; puts fair value at 1525 at end of 2000, an increase of 7.3% from current level; believes that financial stocks are undervalued. 13:54 ET America Online (AOL) 58 1/4 -13/16 (-1%): Hearing rumors on Wall Street that company and Time Warner (TWX 85 3/16 unch) are shoring up their team of investment banks amid concerns a rival bidder may attempt to break-up merger.