OP - was wondering how long it would take for you to weigh in...where were you man??? I don't think da bulls have a storage shortfall built into the plan......BWDIK?? Hob
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.
>>>how many other companies are going to warn just as Qlogic did on revenues>>>
I'd think we'd have heard from more companies by now if a lot of warnings were coming out as the quarter is essentially over. I think QLGC is more of an isolated event here given the point in the quarter. Time will tell...
Certainly a good test to see how the market holds on bad news...
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