Brocade Communications Systems,Inc. (Nasdaq-BRCD) Message Board

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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 (1257)	1/3/2003 1:16:44 PM
From: Techplayer	Read Replies (2) of 1583

Lizzie, I can't really disagree with you but with these events taking place, uncertainty has increased. Pursuing existing customers with a new, unproven, open systems platform actually increases risk in my mind. This approach actually opens the doors for CSCO to sell against BRCD with their own platform. Once BRCD sheds light on their visibility and can provide some customer testimony to the new product approach, the stock should run much higher than 6. If they cannot do that, then it is likely rangebound. This is just my opinion.

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