Replies to post #258099 on Zeev's Turnips Patch-No Politics (ZEEV)

[Sharck]

QLGC a SAN play, like ELX its down on the back of ORCLs report, BRCM is a sympathy to MRVL, as is SWIR and PMCS (wireless modems etc). SNDK is flash memory, a sympathy w OVTI, LEXR and FLSH.
Samsung could thro in the monkey wrench on the group as they mem becomes a commodity...
CYBX Squeeze into close, no one will want to take this SS overnite,,, Long again into close, remember CYBX CEO on Kramer tonite @5

[Zeev Hed]

Not really....maybe QLGC could be considered as value at $13, and SNDK at $15?