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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: trendmastr who wrote (28787)	7/25/2001 12:37:51 PM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

TM, thanks for taking your valuable time to post the ANALyst reports, especially the SG Cowen and Dain reports. The SSB report which I have read in detail is a straight re-hash of the conference call with no real analysis. In other words, the SSB report comes off like the guy is PISSED that he was not given a heads up beforehand on lowered guidance and now he is taking his revenge by lowering the rating to hold as well as his price target. IMO, a good ANALyst should have factored in the risks of the economic downturn in light of the recent news on EMC, Fujitsu closing plants,etc and lowered numbers weeks ago to reflect those macro risk factors.