VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (21262)	12/1/2000 11:25:41 AM
From: DiB	Read Replies (1) of 65232

V, RE: BRCD IMHO even though BRCD has some psychological advantages over other Fibre Channel stocks due to their earnings report and split, I'd suggest looking at McData (MCDT). They've got tremendous products, excellent margins, very close relationship with EMC, and relatively low institutional ownership. I sense that after BRCD's report and guidance institutions will start taking positions in some leading Fibre Channel/SAN companies, and McData seems like a very good candidate.

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