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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: George Dawson who wrote (29266)	4/16/2004 5:17:47 PM
From: windmast	of 29386

<<I thought it was more than a little ironic...........>> indeed Dr. Dawson ! also your other point ( next post ) <<Although it illustrates the state of Q technology and customer base - it also shows that with higher levels of integration - you might be able to maintain margins, but the number of products you sell could be less.>> can explain how margins have remained strong in spite of additional entrants in this market, and a slowdown in individual companies sales. ie. McData, Qlgc, etc. reporting below forecast revs.

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