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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)
BRCD 12.730.0%Nov 20 4:00 PM EST

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To: Techplayer who wrote (1258)1/3/2003 1:23:21 PM
From: Lizzie Tudor  Read Replies (1) of 1583
 
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.

Oh yeah definitely. 6 is just a short term target I have for the immediate uncertainty wrt this quarter.

Every large market needs a competitor to Cisco, there is plenty of potential here to support a measly 2 companies... geez I can't believe I even question this stuff anymore in my mind its as if I've let the analysts get to me in thinking tech spending will stay at zero growth forever.

The ecommerce selling experience needs such a huge amt of storage I can't even begin to tell you. Think about what it takes amazon to remember your purchases from the last year. They would like to know more because it means they can upsell more. E-commerce is capacity constrained right now.
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