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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (28471)	2/24/2003 6:34:52 AM
From: 2MAR$	Respond to of 57110

well , my sixth sense new it would be one of those "Q" stocks to get a little wuppin' this week Maybe China will lay an egg on QCOM next ? QLGC QLogic is the subject of negative NY Times story (35.68) Article identifies several risks to the QLogic story, including competition from a new generation of technology. "They'll have to try to compete against the Intels and the Broadcoms of the world, and they don't have a prayer," says USB Piper Jaffray analyst Ashok Kumar. "It's a disaster waiting to happen." According to article, QLGC also faces the risk that one of its largest customers (Fujitsu) will exit the disk-drive biz. "You have technology transition risk, and you have customer risk," Kumar said. "These are clear and present dangers."