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

To: Gus who wrote (28791)	7/26/2001 10:39:24 PM
From: Douglas Nordgren	Read Replies (2) \| Respond to of 29386

Well, I don't think it is HDS, they're still growing their SAN sales as far as I know, though perhaps not at the same torrid pace as before. EMC sales grew sequentially, so they're not it. Based on the Sun warrants discount, Sun sales have remained more or less steady. Inrange grew sales despite missing consensus by a penny. IBM and Dell's server sales are intact so far. That's six. NTAP makes seven, but if their orders were down by 25%, they would no longer be in the top six, would they. We haven't heard from them in a while, have we? I dunno, Gus. You have any other candidates? Douglas

To: Gus who wrote (28791)	7/28/2001 3:19:24 PM
From: J Fieb	Respond to of 29386

Gus, regarding any other guesses. Say 55 million in FC revenue. A 10% customer would be 5.5 million. If the customer in 6th place were the one to drop off 25% we would probably be talking 1 million or so in revenue? This might allow one customer to drop 25% sequentially and allow the FC total to grow 10% sequentially? MTI is not a big fish, but for a Quarter or two they kept ANCR selling stuff, but then they went from ANCR territory to BRCD territory, a loss. Given the lag that is greater than I have expected in contract ramps perhaps MTI finallly dropped off the QLGC SPG radar screen and moved on to BRCD's? Anyway the potential for some company not yet mentioned, or significant remains? MTI is my guess.