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To: Lizzie Tudor who wrote (84901)	2/24/2003 6:39:08 AM
From: 2MAR$	Respond to of 208838

NYT lays an egg on QLGC 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."

To: Lizzie Tudor who wrote (84901)	2/24/2003 10:21:09 AM
From: Kaliico	Read Replies (2) \| Respond to of 208838

$SOX is the fire kindling de jour, GNSS gets volume.