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Re: Zeev Hed post# 225549

Wednesday, 03/31/2004 3:05:12 PM

Wednesday, March 31, 2004 3:05:12 PM

Post# of 704047
Zeev, correct me if I'm wrong, QLGC didn't lower their 'forward' outlook ..... 'just' their outlook for the 4th Q, which ends today. As of tomorrow, that will be past history. The stock is trading as if they guided lower for all of FY '05 (ends March '05). After hearing reports today that 69% of CFOs interviewed are planning on increasing spending, the optimist in me is wondering what the chances of are that QLGC has something positive to say in their forward outlook when they report on April 28th.

p.s. Thanks for your input on ONNN. -took just $0.12 this a.m., then decided to leave it alone.


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