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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: foundation who wrote (30062)	8/17/2000 12:41:26 PM
From: Bruce Brown	Read Replies (1) of 54805

Brocade.... No doubt that Kumar is the sell-side analyst for Brocade. I imagine that Briefing.com and Kumar did some discussion before that article was written. If you have followed his 'calls' on the fibre channel industry over the past two years, you know that his track record is suspect. Most interesting in one of the interviews yesterday was Brocade's CEO, Greg Reyes, saying "that he felt Ashok was a very astute analyst when it comes to semiconductor component companies, but may be out of his league trying to cover networking or storage stocks." On the other hand, plenty of firms have had nothing but glowing remarks after last night's earnings report from Brocade and estimates are being raised all around for this company with accelerating revenue growth in their tornado. Wit Soundview Robbie Stephens Chase H&Q Bear Stearns Goldman Sachs C.E. Unterberg, Towbin Deutsche BB

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