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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: Raymond Duray who wrote (606)	10/29/2000 4:58:29 AM
From: Michael P. Michaud	Read Replies (2) of 1583

Ray, What is your opinion re: future of FC? As you can see Kumar thinks FC has a tough road ahead. Your highly respected opinion would be most appreciated, as an investor in INRG (and looking seriously at BRCD) thanks mike <<<More commentary Fibre Channel itself has a cloudy future, though, according to some. Outspoken Piper Jaffray analyst Ashok Kumar, at a recent venture capital conference in Menlo Park, Calif., said Fibre Channel is doomed. It will be replaced by standard IP networking. "Brocade is doing very well, but it is the last man standing in a dying industry," Kumar said. Many other analysts are less bold. "We strongly believe that over the foreseeable future, Fibre Channel...is the best-suited solution for the data center," Deutsche Banc Alex. Brown analyst Phil Rueppel said in a recent research note.>>> From CNET, 2000

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