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

To: Johnny Canuck who wrote (38146)10/2/2002 10:12:32 AM
From: Logain Ablar  Read Replies (1) | Respond to of 68960
 
Hi Harry:

Welcome back. I don't know any / all of DELL's suppliers.

From ELX conference calls they will be supplying the HBA's for its storage products (the clarion / emc line). ELX has not factored in any DELL business into its 2003 FY forecast (revenue / profit they have factored in inventory buildup). Similar to QLGC not factoring in CSCO into #'s until next year. If DELL goes with a second supplier of HBA's I'd expect it to be qlgc.

I would expect DELL to grab a nice share of this market. DELL does have a sales force which targest business customers.

I don't know who DELL is using for switches.

Tim



To: Johnny Canuck who wrote (38146)10/2/2002 10:46:32 AM
From: Johnny Canuck  Read Replies (2) | Respond to of 68960
 
We talked about related DVD plays:


07:11 ET HLYW Hollywood Entertainment raises guidance (15.00) Co boosting Q3 outlook to a range of $0.25-$0.26 from previous guidance of $0.22-$0.23 (Multex consensus $0.23). If not for the accelerated rollout of the Game Crazy departments, EPS would have been $0.27 to $0.28.


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