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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (5924)3/28/2001 9:38:52 PM
From: Bill Harmond  Read Replies (1) of 57684
 
From Briefing.com: Brocade Comms (BRCD) 22.22 -2.78: This afternoon, Merrill Lynch reiterated its NT BUY/LT BUY as firm is meeting with management; near-term reports that visibility is not good, however firm remains bullish on longer-term prospects for two reasons: 1) software will be very important in storage networking and analyst thinks BRCD can be a leader in this area and 2) the market size is much larger than people appreciate.
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