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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: George Dawson who wrote (29189)10/16/2003 11:50:10 AM
From: Louie Liu  Read Replies (1) of 29386
 
As expected, Hitachi will consolidate the enterprise HDD
businesses. I imagine the largest user of the new HDDs
(with Qlogic controllers) will be IBM. Its a new business
and Hitachi could become a larger customer than Fujitsu in
controllers. The best part of that business is that it is
steady, predictable and not a lot of marketing expenses.
If they could convince Seagate to ...
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