Brocade Communications Systems,Inc. (Nasdaq-BRCD) Message Board

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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: SouthFloridaGuy who wrote (784)	3/1/2001 8:32:23 AM
From: Jack Hartmann	Read Replies (2) of 1583

BRCD management is basically lying. I think you would be hard pressed to find where they ever missed their guidance unlike hundreds of companies. The 19% for the second half was the fact that demand is constant, but spending is constrained. With lower interest rates, the lack of spending for the first six months will come back. Companies are probably going to breakdown maintenance mode for storage spending instead of being proactive. When the server is full, their isn't much alternative than increasing the storage size. I saw a company tring to delete useless files and such. Much cheaper to spend the time and money on storage capcity. As far as BRCD prices, we may not have seen the lows since the market's ability to panic and sell is always formidable. Jack

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