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Re: opnion post# 225187

Tuesday, 03/30/2004 9:35:01 PM

Tuesday, March 30, 2004 9:35:01 PM

Post# of 704047
Op (and Zeev) -- I agree the QLGC warning isn't great news. However, they claim the shortfall is just two OEM HBA customers. Is that really a harbinger of things to come for all tech?

Q has been weaker then the naz for some time now. I've been thinking it's heading to 36 (a H+S target, though the H+S didn't really follow volume rules). We shall see if it leads the down and takes the semis with it... or simply falls faster than the rest.

the freep

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