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

To: Louie Liu who wrote (29020)	8/9/2002 1:02:49 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

"IMO the tone is very negative." Louie, Any ideas why - especially poor demand v. competition? Thanks, George

To: Louie Liu who wrote (29020)	8/12/2002 4:11:51 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 29386

Louie: You and I must have listened to different cc's. elx is being impacted by the hp/cpq merger and emc transitions as well as setting up a hub for dell but once these are past the company is known for good management and execution. From the qlgc cc I did not get the impression qlgc is making much inroads with the oem's (at least on switches) so don't read too much into elx lowering guidance for next year its based upon a flat quarter and transitions. If DELL takes off in storage emlx will too.