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Technology Stocks : GALT - Galileo Technology -- Ignore unavailable to you. Want to Upgrade?

To: (no name provided) who wrote (28)	4/4/1998 4:04:00 PM
From: (no name provided)	Respond to of 584

Off topic - read your note in Dec. about NSCP and others mentioned in Fortune as being companies that will do well in 1998. I own NSCP at way too high a price (40) and bot through a broker. Never again with broker as 2 of 3 stocks bot are down ~25% and 55%(NSCP) in an up year in the market. Got rid of the broker, who sold me on a 3-step buying process 1. Fundamantals 2. Techs 3. Strong sector (sector makes up 70-80% of the return). When NSCP, etc drop below 10-15% of my cost wanted to get out but got sold again on idea that in a single day, stock could go below the 10-15% threshold and then rebound the next day. So, if you sold when -10 to -15%, you would miss the rbound. Some tech analysis on getting me out of NSCP. Resorted to doing my own, TOTAL, MEANINGFUL, research and have even called on the COO at a few companies. Looking forward to discussing Tech analysis, fundamentals, etc with some experienced persons. Thanks, Mark. Name in heading should be abcde_98 - when signed up, goofed on the field asking what name to show.

To: (no name provided) who wrote (28)	4/5/1998 1:29:00 AM
From: Marc Trombella	Read Replies (1) \| Respond to of 584

GALTF and MMCN are actually in different sectors of the networking industry. MMCN is focusing mainly on the design of ASIC technology, where GALTF is more into network circuit components. I believe GALTF to be a much more established company, with a history of good earnings. MMCN has been slowly making money over the last couple years. With expectations so high over the next couple of years, this stock will either rocket into space, or sink hard. Too early too tell right now. As for valuation purposes, GALTF is a good value right now with respect to earnings and PE. MMCN has a PE of around 500. With a growth estimate of 50% or so. PMCS is also a good competitor of GALTF.