Intel picks up the 10Gb cards and Emulex picks up the Fibre channel cards that go into the NextIO box.

FORBES: The Threat I/O Virtualization poses to Cisco, Juniper and Brocade

Emulex ( ELX - news - people ).

FORBES: Earnings

On the other hand, the analyst says he would steer clear of Hewlett-Packard, Lexmark, Xerox, Brocade, Emulex, QLogic, and STEC.

FORBES: J.P. Morgan Now Wary On IT Spending; Downgrades 5 Stocks

Emulex shares have not traded in the pre-market session.

FORBES: Broadcom Says Court Finds Emulex Violates 2 Patents