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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (11545)	5/14/2002 3:05:12 PM
From: Bill Harmond	Read Replies (1) of 57684

14:37 ET BRCD Brocade rumors regarding conference slides (23.64 +1.86) -- Update -- Hearing trading floor rumors that Brocade showed a couple of slides at a conference today which revealed some material information; one slide reportedly showed Jul qtr revenues of $145-150 mln (Multex consensus is $144.2 mln, First Call $142 mln); the other showed Apr qtr Silkworm 12000 product sales of $12 mln, which is apparently better than expected. The company has not yet returned calls about this information so we can't verify any of these numbers; Brocade is scheduled to report earnings tomorrow after the close.

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