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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 (29328)5/2/2005 12:38:36 PM
From: George Dawson  Read Replies (1) of 29386
 
Walter,

As an owner of CSCO and INTC you are correct - they are clearly under water from 5 years ago. In fact, of the analysts who used to routinely come out with concerns about Q recommended INTC at the time. If you would have purchased it than you would be down about 30% today.

Although Q does not break out switch sales, it seems to me that the SOAC technology is a big part of the current products particularly the single chip embedded products they advertise on their web site as being a part of HP, Cisco, and IBM systems.

GD
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