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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: Douglas Nordgren who wrote (28778)	7/24/2001 7:07:06 PM
From: KJ. Moy	Read Replies (1) of 29386

Hi, Douglas, others, I'll try to summarize the CC. Please add or correct. Thanks. 1. 92.1m rev, pro forma earning meet estimate of 0.23. Top line was on the low end of estimate. 2. For Sept quarter, rev will be flat to 5% lower comparing JUN quarter. FC will see sequential growth. SCSI may see another 10-15% decline like Fiscal Q1. 3. 3% to 5% seq. growth for Dec/01 and Mar/02 quarter. 4. 2M 2-gig FC products (HBA & Switch) shipped in the Jun quarter. Probably used as 1-gig (not sure) because storage sub-systems are not ready for end to end 2-gig. Pricing for 1-gig same as 2-gig. 5. 89% rev from OEMs, gross margin in low to mid 60%. 6. Head count 638....add new members Jun quarter, mostly in R & D. 7. Top 6 customers... 1 had rev down 25% (SCSI), 1 slightly down, the other 4 had seq growth of rev. 8. FC rev up 10% sequentially. SCSI down 10-15% seq. 9. Tight with SUNW. Plug into new SUN org. nicely. 10. iSCSI and IB revenue, will come at the end of this year to 1Q next year. 11. New deal probably within the next 1 to 2 quarters, many irons on the fire.

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