The New QLogic (ANCR) Message Board

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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: windmast who wrote (28976)	4/26/2002 12:09:56 AM
From: Eleder2020	Read Replies (2) of 29386

Windmast -still here and still long- Storage still best place to be for growth next few years - with the field getting new players like cisco...- Q in the right spot - what will happen to the switch division- get a few OEM's on the embedded switch biz and who knows- spin it off? sell it? just watch the revenues come in? who knows? One thing I do know is that when Cisco got into bed with Brocade- it seems only Cisco was in the dark about interoperatability issues they were going to have with Brocade- Seems they should have read these boards before they did the deal<G> Got to give credit to Brocade thus far for strategizing their position in the market place thus far. IMHO Who does 3 card monte better then Brocade- it'll catch up to them one day. On that note- own a some Brocade for a short term trade(the shorter the better) - some emulex for a slightly longer run- I thought their earnings were really good- and were conservative in guidence(they seem to be growing in that 30% to 40% range) and own Qlogic long because it remains a solid value and growth play- and the NAZ will pop one of these days soon- Ed

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