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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)
BRCD 12.730.0%Nov 20 4:00 PM EST
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To: gingersreisse who wrote (931)7/21/2001 1:01:20 PM
From: Allen Furlan  Read Replies (1) of 1583
 
Amazing what momentum investors did in the past two years. Interestingly enough I bought 1000 ntap at the end of June and sold both the 03/50 calls of ntap and 04/90 calls of brcd for a net cost of zero. Brcd makes a nice sandwhich between small volatile ntap and big emc. Of course the major risk is that brcd takes off completely independent of the rest of the sector.
Do you have any ideas on stocks that are out of line with their peers and which are likely to track their peers?
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