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


To: Wizard who wrote (80)6/1/1998 7:49:00 PM
From: Chuck Agger  Read Replies (1) | Respond to of 584
 
GALTF suffered today given Merced delays and TXN warning rumor;
I'm kicking myself for not having any free cash to back up
the truck. I liked your comments and the video card analogy;
the only qualifier that I would add is that S3 is heralded for
making the crappiest products in their industry (Virge chips,
etc.) whereas GALTF is a technology leadership enterprise. A
better analogy might be to call TXN the S3 of DSP/silicon
segments.
chuck
PS If you follow video card stocks, you might look into the
forthcoming IPO for Nvidia. I'm a customer, and their products
kick the living @#@$ out of 3dfx. I think the IPO date is 6/16.




To: Wizard who wrote (80)6/4/1998 11:19:00 AM
From: Wizard  Read Replies (1) | Respond to of 584
 
Great, we have Tom Kurlak to hype and destroy this group on a regular basis. Inititate coverage of BRCM, GALTF, PMCS, VTSS, LEVL, MMCN.

FYI, there is a Merrill Lynch replay call you can listen to at:

800 759 7431.