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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (12467)	7/1/2002 1:52:58 PM
From: Bill Harmond	Read Replies (3) of 57684

QLogic: positive comments by Thomas Weisel (QLGC) 38.10: Thomas Weisel says that QLGC offers the most potential for upside relative to June ests; channel checks suggest SAN implementations are up sequentially, and solid SCSI biz, increasing traction in midrange, and apparent increase in Dell/CLARiiON biz are all good signs for the qtr; believes QLGC could report closer to the top end of 3-8% guidance range. Also, firm says ELX checks suggest at least an in-line qtr.

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