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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (37970)	8/8/2002 5:10:29 PM
From: Logain Ablar	Respond to of 69233

Harry: I don't get the impression infiniband is taking off like it was suppossed to a couple of years ago. Just look @ wind. Also all the storage calls (emlx, qlgc, mcdta) don't expect infiniband to be meaningfull till 2004, if then (when they give dates out more than 6 months I don't focus so really not sure when or if it will be implemented). I won't listen to the call till tomorrow or the weekend but the met guidance which they had raised last Q. From memory (fuzzy @ best) the company guidance last Q was the 16 cents with flat revenues and full year of 55 cents (this qtr is the fiscal year end) and 75 (maybe 77) cents next fiscal year (all pro forma). So 36% growth @ 55 cents is $20. Its all the guidance. Remember it was this qtr in 2000 when they gave good guidance and the stock started the run from 30's to low 100's and then the fake press release was a bump (down to 40's and back to 100 in same day) as it went to high 100's.