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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)

BRCD 12.73

0.0%

Nov 20 4:00 PM EST

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To: Mohan Marette who started this subject	9/3/2000 2:07:22 PM
From: Mehitabel	of 1583

Amalgam of high points of recent brokerage reports from Deutsche Banc and Unterburg Towbin: re BRCD: SAN adoption is widening. SAN acceleration should continue for at least 3 more years BRCD has accelerating momentum: took market share last Q, increased sequentially by 7%, to 54% of total SAN market. Shipped more SAN ports last Q than in all of 1999 Last Q was 4th Q of accelerating sales. Despite law of large #s, BRCD likely to keep 100%+ sales growth over next few Qs, which makes it a company with few peers trend continuing for enterprises to deploy larger and more complex SANS. Last year typical order as 2-4 switches. Now has some orders involving 1K or more ports. BRCD revs in 2002 should be >$1B 1st half of 2001, BRCD third-generation product line will come out (w/in 6-8 months). These will be major hardware innovations, with 2-gig switches, higher port counts and increased switch intelligence. This will help provide continued high growth into latter part of next year BRCD expensive because has few peers.

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