SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (40891)3/31/2004 5:00:58 PM
From: Logain Ablar  Respond to of 70429
 
well the detail on sunw was not in the press release, I haven't listened to the cc's of qlgc or elx in a while.

elx was pretty good at giving guidance on forward average selling price % declines for the year and just from the charts you would have to asusme they are coming under pressure. add in your research on hardware sale slowdown, emc pressuring neng (a reseller) to lower hba selling price last january.

on hba's its really just those two with around 80% of the market.