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

To: billy97 who wrote (29330)	5/3/2005 12:37:51 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

"But no Infiniband IP, wait oh QLGC dropped that development!" If the list from the Infinibandta web site from their latest plug and play is any indication - so has everybody else. There are a large number of developments out there and being in one that makes money is how Q got to where it is now. The relevant question is (assuming you want to be holding some tech stock in this market) do you want to be holding Q or something else? I don't recall anything about switch revenues although there may have been a comment in a conference call. That contrasts with many comments that they don't break out these revenues. I have pointed out the options problems and lack of insider purchases in the past - certainly not shareholder friendly but also not a unique characteristic of Q. I don't see many plausible 5 year plans at this point. I probably would not even recommend being in the stock market in 5 years. George D.