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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: J Fieb who wrote (28090)	11/16/2000 10:19:52 AM
From: Patrick Sharkey	Read Replies (2) of 29386

While $150 is a good price target, isn't it quite a bit shy of the Lehman $185? The difference may be assumptions about the timig and intensity of a SUNW ramp, or different evaluations of the timing of Infiniband revenue and profit. Perhaps there are other differences of opinion as well? In any event, if BofA though anything of the "maximum pain" theory, and $100 at option expiration, it would not have come out today, would it?

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