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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Gus who wrote (4134)10/24/2001 9:50:40 PM
From: Pigboy  Read Replies (2) of 4808
 
Gus,

Thanks again for your excellent posts and data in here and places like the EMC threads. The research is second to none and I appreciate it.

I thought the Qlgc report had some interesting points yesterday-- one was that QLGC Total FC Rev was up 2% sequentially, but FC HBA Rev was up 23% sequentially.
Actually, a little marvelled at the fact Qlgc did so well last q considering the recent poor performances of EMC and BRCD.

I believe Emlx currently has the deal with EMC Clarion (now, the Dell deal), but know EMC wants everyone toys in their playground. Will QLGC get any of the EMC/DELL FC HBA biz anytime soon? I know switches are another story...

thanks for any thoughts, as always
pigboy
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