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1.  Re: Voltaire & qlgc 
35% sequential on an extremely small base where 50% of that goes straight to mlnx. they will go away. qlgc has plenty of leverage because of their fc hca chips. all the foundries want it and give...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q  >  QLogic Corporation (QLGC)
  akbarmcfud   2-Nov-09 09:48 am
 
2.  Re: Voltaire & qlgc 
volt may want to sell themselves, but qlgc is better off letting them die. it's cheaper & will hurt mlnx as well.
Business & Finance > Investments > Stocks (A to Z) > Stocks Q  >  QLogic Corporation (QLGC)
  akbarmcfud   29-Oct-09 03:09 pm
 
3.  Re: CSCO is poking around 
i still don't understand why you think CSCO needs QLGC. CSCO already has FCOE, already has director class FC switch and does not need IB as they shut down their Topspin acquisition. seriously, what c an...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q  >  QLogic Corporation (QLGC)
  akbarmcfud   4-Sep-09 07:24 pm
 
4.  Re: Infiniband -the other convergance 
given your misinformation, i think it makes your analysis above ( <a href=\"http://messages.fin ance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_Q/thread view?m=tm&bn=15007&tid=349555&mid=349564...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q  >  QLogic Corporation (QLGC)
  akbarmcfud   28-Aug-09 08:32 pm
 
5.  Re: Infiniband -the other convergance 
csco buys low end switches from qlgc. high end director stuff is done in house, via andiamo spin in. fcoe is done in house via nuova spin in.
Business & Finance > Investments > Stocks (A to Z) > Stocks Q  >  QLogic Corporation (QLGC)
  akbarmcfud   28-Aug-09 11:51 am