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: Randall E. Gann who started this subject	2/24/2003 11:02:12 PM
From: w2j2	Read Replies (2) of 29386

From NY times story: 4:42AM QLogic is the subject of negative NY Times story (QLGC) 35.68: Article identifies several risks to the QLogic story, including competition from a new generation of technology. "They'll have to try to compete against the Intels and the Broadcoms of the world, and they don't have a prayer," says USB Piper Jaffray analyst Ashok Kumar. "It's a disaster waiting to happen." According to article, QLGC also faces the risk that one of its largest customers (Fujitsu) will exit the disk-drive biz. "You have technology transition risk, and you have customer risk," Kumar said. "These are clear and present dangers." This is the article, but it requires a subscription: BUSINESS / YOUR MONEY \| February 23, 2003 A Technology Company Is Solid, Profitable and Risky By ALEX BERENSON (NYT) News

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