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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: trendmastr who wrote (28820)8/23/2001 9:11:06 PM
From: Louie Liu  Read Replies (1) of 29386
 
I think Poyner overlooks that fact that the
2 gig switch costs less to make than the 1 gig.

However, he is correct to say that Qlogic has
JNI in their sight. First Qlogic took the
sbus business from SUN and now Qlogic is
attempting to take away JNI's channel business.

Right now everyone is cutting costs to meet EPS
and all the OEMs are looking to their suppliers
to help out. I think they will find real
"comfort level" with switches that are twice as
fast for a lot less.

After the previous webcast, Qlogic was criticsed
for not aggressive enough that they don't use
their low cost advantage. I agreed with that.
But now after the current webcast, they are
criticsed for being too aggressive. I just wish
these people can make up their mind.
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