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Strategies & Market Trends : Sharck Soup
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To: Sharck who started this subject3/29/2001 8:40:25 AM
From: Softechie   of 37746
 
Brocade Comms (BRCD) 22.22: Merrill Lynch on BRCD: Firms says near term situation remains tough; odds of a preannouncement continue to rise. February was very weak, March was improved, but lumpy; last week in March will be key since it is when the OEMs end their quarters. Longer term, company's strategic position is stronger than ever. Software will be the key differentiator in network storage; Brocade will be a leader here, and the size of the potential market remains underestimated.
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