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Strategies & Market Trends : Guidance and Visibility

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To: 2MAR$ who wrote (53121)	5/21/2002 8:59:29 AM
From: SusieQ1065	Read Replies (3) of 208838

you must be reading my mind....glued to NVDA here.. here's a pos for BRCD, and a neg for VRTS 08:40 ET IBM IBM: upcoming storage product could benefit Brocade, be neg for Veritas-- Soundview (84.45) We are hearing from sources that Soundview says IBM will introduce a new "storage tank" product in about a year, which will be more software-intensive and help maintain or improve margins in the sector; should be a long-term positive for BRCD and could be viewed negatively for VRTS.

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