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

To: Douglas Nordgren who wrote (28792)	7/27/2001 4:04:27 AM
From: Gus	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.... HDS had a major sales confab during the last month of the quarter that may have caused a slight dip in a quarter in which it expected to grow at least 50% Y/Y. Confab was reportedly in Hawaii. Like HDS, NTAP guided towards flattish sequential growth for the current quarter. HDS NTAP Quarter HDS NTAP Quarter 2Q2001 ? ? 1Q2002 1Q2001 $ 480M $ 226M 4Q2001 4Q2000 267M 288M 3Q2001 3Q2000 150M 261M 2Q2001 We'll find out soon enough.