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To: Nancy who wrote (27201)	6/28/2000 4:43:00 AM
From: Johnny Canuck	Respond to of 67990

Thanks Nancy, I am not sure how much inventory there is lying around. I know Nokia plans for each handset product to be obsolete in 18 months, so I would imagine the backlog is small except for around Christmas which is the tradition high sales expansion period. It is hard to keep up with them. Their product line changes so fast.

To: Nancy who wrote (27201)	7/6/2000 1:34:30 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67990

Nancy, I am having problems posting private messages to you, so I will post here. >>QCOM - I have a feeling management is sneaking out bad >>news bit by bit, using all kinds of seemingly unrelated >>excuses so the stock will not collapse. The true picture >>might be brimmer than we thought ? The next significant news for QCOM will not come till late in 2001 with the launch of 3G. Even then it will be a restricted version of the standard. >>GALT - they disappointed several times, are they like >>TLAB (still suffering from product transition) or they >>can really pull it off ? Most of what has been keeping GALT down is the slower than anticipated adoption of gigabit ethernet. Unfortunately, I did not hear the last CS conference call so I can't tell what the growth rate is. The Israeli management also does not help. As I have mentioned before, the cultural differences add to the volatility as they run public companies like private one and don't do a good job of keep the analysts informed. I noticed thestreet.com was trying to dispell the negative Solomon's downgrade of the chip sector today. I am not sure the psychology is right for an sustained bounce in the group. I would be a seller of the group if I was a fund manager. It is time to lock in profits till there is greater visibility.