These analysts are pretty funny. QLGC beat all estimates and stuck to guidance...no miss there. Laura once said BRCD was the "best positioned stock in the universe" or something like that....look where they are now as QLGC and CSCO eat their lunch. Kumar a couple of years ago said Fibre Channel was never going to make it...now it is THE standard....(CSCO is now in the FC game bigtime...and they aint stupid). QLGC will be just fine...(sure it will probably go lower short term) but watch this year as their revenues bust out as the blade server OEMs and CSCO revenues come online. I fully expect them to be raising their guidance in future quarters this year.
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