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To: Clint E. who wrote (22122)	7/18/1999 3:44:00 PM
From: Clint E.	Respond to of 70004

In a red-hot nasdaq market, after announcing a 2-1 stock split and beating Q1 estimates by ~23%, QLGC was unable to make a new high last Friday. Without the one-time $3.5M income(already disclosed to analysts last quarter), QLGC would have reported 44c, a penny lower than previous qtr. I am wondering if competition from TI, LSI, and Adaptec is finally catching up with the company, causing price errosion & margin contraction. Something to keep an eye on. =========Form 10-K for QLOGIC CORP filed on Jun 28 1999========== PRODUCTS QLogic designs and supplies semiconductor and board level I/O solutions for peripheral and computer systems. The Company's I/O products have traditionally been based on the SCSI standard, and the Company has expanded its product lines to include products based on the Fibre Channel and IDE standards. The Company also designs and supplies semiconductor enclosure management solutions. PRODUCT DESCRIPTION ---------------------------------------------------------------------------------------------------- SCSI Fast Architecture (FAS) - First introduced in 1991 - Single chip general purpose controllers - Integrated DMA controller and SCSI processor - Supports Fast and Ultra SCSI transfer rates (up to 40MB/sec) - Supports 8- or 16-bit data handling - May be used in host or peripheral applications ---------------------------------------------------------------------------------------------------- SCSI Triple Embedded Controllers (TEC) - First introduced in 1991 - Single chip disk controllers - Integrated buffer controller, formatter and SCSI processor - Powerful on-chip data error correction - Supports Fast and Ultra SCSI transfer rates (up to 40MB/sec) ---------------------------------------------------------------------------------------------------- Fibre Channel Triple Embedded Controller - First introduced in 1997 (FTEC) - Single chip disk controllers - Integrated buffer controller, formatter, fibre channel processor, and dual loop transceivers - Powerful on-chip data error correction - Supports FC-AL, 100MB/sec ---------------------------------------------------------------------------------------------------- IDE Triple Embedded Controller (ATEC) - First introduced in 1997 - Single chip disk controllers - Integrated buffer controller, formatter, and IDE processor - Powerful on-chip data error correction - Supports ATA and Ultra/33 ---------------------------------------------------------------------------------------------------- Intelligent SCSI Processor (ISP) - First introduced in 1992 Host Adapter Chips - Embedded RISC single chip solution - Supports latest SCSI standards - Supports transfer rates up to 40MB/sec - Supports 8- or 16-bit data handling - Supports direct PCI and SBus connection - Update Fibre Channel evaluation units, which operate at transfer rates up to 100 MB/sec ---------------------------------------------------------------------------------------------------- QLA Host Adapter Boards - First introduced in 1993 - Full line of host adapter cards with direct PCI and Sbus connection - Supports latest SCSI standards - Incorporates the Company's ISP host adapter chips - Provides a fully integrated, high performance board level I/O interface solution - Update Fibre Channel evaluation units, which operate at transfer rates up to 100 MB/sec ---------------------------------------------------------------------------------------------------- Guardian Enclosure Management (GEM) - First introduced in 1996 - Industry's first single-chip implementation of SAF-TE specification - Industry's first enclosure management controller for Ultra2 SCSI ----------------------------------------------------------------------------------------------------