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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: w2j2 who wrote (29160)7/9/2003 1:36:46 PM
From: George Dawson  Read Replies (1) of 29386
 
"HK Desai at each conference call has said that the revenues from Cisco are minimal"

That is disappointing.

Even with Cisco's resources and expertise, I doubt that they are making their own FC switching modules/asics. If I was at that conference I would have asked him: "Does QLogic make any part of these switching modules (see figure 2 and 3)? If so - which parts?"

tinyurl.com

George D.
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