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Strategies & Market Trends : The Thread II

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To: TsioKawe who wrote (1126)6/12/2001 10:12:47 AM
From: SirRealist  Read Replies (1) of 9026
 
10:06 ET McData (MCDTA) 24.85 -2.00 (-7.5%): Robinson Humphrey calls yesterday's 9% selloff overdone; decline came on an analyst's disclosure that rival Brocade (BRCD -1.2%)) will supply products to EMC; says it would make sense if EMC went with BRCD given that BRCD has the largest footprint; feels that if product is successful, MCDT will follow with its own version.
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