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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)

BRCD 12.73

0.0%

Nov 20 4:00 PM EST

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To: Lizzie Tudor who wrote (1255)	1/3/2003 8:02:55 AM
From: Techplayer	Read Replies (1) of 1583

Lizzie, They do have cash and customers. CSCO may take some marketshare but CSCO is not exactly a popular vendor if there is an viable option. the one thing that concerns me is that the VP of engineering and other execs left or were forced out after the rhapsody purchase. The VP and CTO would have been involved in the technology evaluation of Rhapsody. I need to hear that the acquisition makes technical sense from present or potential customers and that the acquisition was not a political decision. I have personally been involved in more than one acquisition that was done or not done for political reasons. Book is 2.75 or so so I would think that ANY signs of stabilizing business would provide a big boost. BRCD provided me my biggest loss of 2002 (riding from 10-7.5). I do own very few long in the low 4's in my long term account (about 3% of what I was trading during the big decline).

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