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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	9/5/2001 12:28:01 PM
From: Teri Garner	of 37746

12:26 ET Brocade Comms (BRCD) 20.09 -2.76 (-12.1%): Merrill Lynch thinks stock is weak today due to concerns regarding the timing of SilkWork 12,000 switch. Company's CEO is presenting today at a technology conference, which could be the source of the concerns. Merrill's independent checks have confirmed that the product is on schedule; firm expects product to ship in volume towards year-end, and serve as a positive catalyst for the stock.

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