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 (1309)	1/16/2003 7:03:26 AM
From: Bob Frasca	Read Replies (2) of 1583

My remark was more general in nature as your friend "donny" doesn't seem to understand the difference between an OEM and a reseller. A very dangerous educational gap in the high-tech hardware sector. As for BRCD, it is widely assumed that since EMC and McData reported better than expected numbers, they will drag BRCD with them. First of all, imo, this is already priced in. Second, with CSCO barking at their heels they could take an unexpected hit. Additionally, QLGC will be releasing their 64-port switch very soon adding additional pressure. (It's already listed in their "Interoperability Guide".) Another troubling issue is that they don't seem to be making any attempt to enter the embedded switch market. QLGC is the leader there. Finally, management appears to be in disarray and Mr. Reyes arrogance isn't helping any.

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