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Strategies & Market Trends : The New Economy and its Winners

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To: Wizard who wrote (8816)	9/26/2001 3:03:08 PM
From: Bill Harmond	Read Replies (1) of 57684

Thanks, Wiz. From Briefing today: Brocade Comms (BRCD) 16.82 -2.45: -- Morning Note -- Soundview maintains STRONG BUY rating; notes the current environment for servers and storage appears challenging overall, and believes that $120 mln and $0.05 estimates for the company's Q4 (Oct) remain within reach; also notes the company's longer-term fundamentals are strong and about to get stronger with new software and switch offerings on schedule for release in the second half of October; believes that upside potential from here significantly outweighs the risk of further declines

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