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: gingersreisse who wrote (917)	7/2/2001 12:49:34 PM
From: Allen Furlan	Read Replies (2) of 1583

Ginger, you seem to have studied the SAN universe and I would appreciate your comments. Currently I hold ntap and some calls on mcdta. If EMC is the gorilla who other than IBM is in that league? Would brcd, ntap,and mcdta all be considered niche players? BRCD seems to be the most egregiously over priced from a financial (ie balance sheet and key financial ratios) perspective. But I am not capable of understanding the technologies of the competitors and would appreciate your insight.

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