The New QLogic (ANCR) Message Board

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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Louie Liu who wrote (29020)	8/12/2002 4:11:51 PM
From: Logain Ablar	Read Replies (1) of 29386

Louie: You and I must have listened to different cc's. elx is being impacted by the hp/cpq merger and emc transitions as well as setting up a hub for dell but once these are past the company is known for good management and execution. From the qlgc cc I did not get the impression qlgc is making much inroads with the oem's (at least on switches) so don't read too much into elx lowering guidance for next year its based upon a flat quarter and transitions. If DELL takes off in storage emlx will too.

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