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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (11036)	4/7/2002 3:58:52 PM
From: Bill Harmond	Read Replies (1) of 57684

What's the big deal? 15:15 ET BRCD Brocade revenue recognition questioned in Barron's (26.91) Barron's Technology Trader column includes a brief story about Brocade's SilkWorm 12000; long-time Brocade bear Ashok Kumar of USB Piper Jaffray says that the company shipped this new product to some data centers with a note warning against using the switch until Brocade announces its "general availability"; Kumar questions whether Brocade counted those shipments as revenue, but has not received an answer yet.

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