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Strategies & Market Trends : Drillbits & Bottlerockets

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To: Jorj X Mckie who wrote (7881)	4/16/2001 3:35:33 PM
From: John Pitera	Read Replies (2) of 15481

Absolutely, also there is this talk that MCDT is moving ahead of BRCD in switches. 6 months ago it was DOGMA that BRCD had the best of breed.....that is really being questioned now. From March 26th........ 09:25 ET Wit SoundView on Enterprise Infrastructure (OPENX) : Firm says McDATA (MCDT) looking like the front runner in switches over Brocade (BRCD). Competition heating up for EMC (EMC); gross margin pressure is a threat. Broadening evidence of slower IT spending increases the risks to earnings at the smaller systems management companies, consequently FY01 revenue estimates cut for Embarcadero (EMBT), Precise (PRSE) and Quest Software (QSFT) by roughly 5%.

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