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

To: iceburg who wrote (20708)2/11/1999 11:03:00 AM
From: doc  Read Replies (2) | Respond to of 29386
 
3. I thought he said 1.6 Billion dollar switch market in a couple years.

That's what I heard.
Anyone catch the name of the contract manufacturer? Something"star".
I like today's action in the stock. Keeps everyone on their toes waiting for the Tier 1 oem to drop instead of "the other shoe" for a change.



To: iceburg who wrote (20708)2/11/1999 11:29:00 AM
From: doc  Read Replies (1) | Respond to of 29386
 
3. I thought he said 1.6 Billion dollar switch market in a couple years, would somebody double check that??? Sounds way too high.

I think he was referring to estimates by IDC in the following report.

idc.com

After I finish reading it I'll post my thoughts.<G>


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