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Strategies & Market Trends : Guidance and Visibility

AAPL 268.42

-0.5%

Nov 7 9:30 AM EST

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To: SusieQ1065 who wrote (54301)	5/30/2002 10:40:28 AM
From: manny t	Read Replies (1) of 208838

BRCD,EMLX,QLGC, 10:33 ET May demand improved over April for Brocade, Emulex, Qlogic Pacific Crest in a pre-open note says that channel checks suggest that May demand improved over April for BRCD (+1.9%), EMLX (+1.3%), and QLGC (-0.7%); firm expects few surprises at BRCD analyst day next Monday, says EMLX is poised to meet or beat June ests, and that QLGC has limited visibility into SCSI biz and CSCO upside is priced in.

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