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


To: windmast who wrote (28855)9/17/2001 12:19:27 PM
From: windmast  Read Replies (1) | Respond to of 29386
 
huge volume and up with muscle today.......markets down overall.......QLGC today is rising against the trend. Any news ? someone knows and we don't ! again !



To: windmast who wrote (28855)9/17/2001 2:00:56 PM
From: George Dawson  Read Replies (1) | Respond to of 29386
 
"..what does this REALLY mean ?"

The straightforward analysis is that Q has been scooped by by Brocade again. HDS has gone from an Ancor OEM to selling bundled packages with Brocade. I know the rebuttal is that Q might get their 2 gig business. But evidence is nearly overwhelming at this point (barring of course the news that we have been waiting for the last four years) - Q is only slightly more successful than Ancor when it comes to selling fibre channel switches.

And before anyone asks - no I am not now and have never been a Short.

George D.