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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: Gus who wrote (4259)	12/18/2001 11:39:14 AM
From: J Fieb	Read Replies (3) of 4808

Gus, others, why did BRCD need the 500 million? To buy something? Here is a good Yahoo thought... longmired2001 12/18/01 11:26 am Msg: 68662 of 68673 Hi all. I am just over here temporarily from the MCDTA board to help fuel speculation as to why BRCD needs another $500m. There are signs everywhere that BRCD is heavily recruiting new sales and marketing people for one main reason - they are planning to go to their market directly! If it is true, it is a huge gamble as it will really piss off their big OEM customers. However, they have to find some way of taking more control of their market because MCDTA has taken plenty of high-end market share from them so far this year. The 12000 core switch was launched on the same day that MCDTA launched its new 6000 Series Director (way back on April 9th)as an attempt to dull the MCDTA initiative but it is still someway off. Could this thought be closer to the truth?

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