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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Logain Ablar who wrote (4650)10/28/2002 8:42:40 PM
From: Gus  Read Replies (1) of 4808
 
Have you heard and info on when the mcdta patent suit moves forward?

No, but McData did mention in its earnings call that the Judge was supposed to have ruled on its preliminary injunction a few weeks ago. I think the most recent US Supreme Court ruling -- Festo vs SKKKC on May 28, 2002 -- may have something to do with the delay. The actual patent case itself will take longer to schedule because I think they have to go through the Markman proceeding first.

I also think that Brocade's big miss, the second big miss in the last 8 quarters, is indicative of the OEMs clamping down on its ambitions especially since most of these OEMs are rolling out important new hardware and software products. An OEM defers $10M in sales here, another OEM defers $10M in sales there and Brocade is going to be a total basketcase of a stock because of poor visibility if they don't toe the technically superior lines set by the server vendors and the storage vendors.
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