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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: J Fieb who wrote (28749)7/12/2001 1:37:43 PM
From: Mark J. Hardie  Read Replies (2) of 29386
 
"...Now that SUNW/HDS seems to be getting close it might help some to reread this HWP piece from the archives again to see how this will hurt them..."

I've always had a hard time putting together all of the pieces in this industry to get a good overall picture. For some reason, it has gotten even harder in the past year. When someone can put it all together, I hope they will explain it to me.

I could be wrong, but my perception is that Sun is really struggling with regards to QLGC switch-included products. Is this everyone else's perception, too?

Mark
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