Zeev's Turnips Patch-No Politics (ZEEV)

[opnion]

Zeev, if you'll notice when qlgc warned for the current qtr a few days ago, they said nothing about the next qtr and everyone is assuming that they will lower guidance by a lot. I wouldn't count on that. Qlogic is such a front end loaded company that they almost know now what the earnings will be next qtr to the penny right now. The problem with them is that they may low ball the estimate just to be sure that they have no more surprises from sunw and others.