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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Gus who wrote (28791)	7/26/2001 10:39:24 PM
From: Douglas Nordgren	Read Replies (2) of 29386

Well, I don't think it is HDS, they're still growing their SAN sales as far as I know, though perhaps not at the same torrid pace as before. EMC sales grew sequentially, so they're not it. Based on the Sun warrants discount, Sun sales have remained more or less steady. Inrange grew sales despite missing consensus by a penny. IBM and Dell's server sales are intact so far. That's six. NTAP makes seven, but if their orders were down by 25%, they would no longer be in the top six, would they. We haven't heard from them in a while, have we? I dunno, Gus. You have any other candidates? Douglas

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