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: Ibexx who wrote (866)	4/6/2001 5:51:30 PM
From: MGV	Read Replies (1) of 1583

BRCD is expected to announce new products at a conference on Monday. It is likely this is at least in part why there is reluctance to push hard to the downside here. One of the bear arguments is that BRCD is too wedded to FC in a world that inevitably is moving to IP. There is speculation that at least some of the new products that may be introduced on Monday address the FC vs. IP issue. Another is that BRCD has a high end hole in its product line up. This too will be addressed on Monday according to speculation. Though such news would be good, I wouldn't be chasing it here before the Q2 report.

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