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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 (1357)	1/28/2003 2:15:31 PM
From: Bob Frasca	Read Replies (1) of 1583

You refer to an HP "product" but I wasn't aware that there was any such animal. My understanding is that they agreed to a partnership to develop some nebulous thing that hasn't actually been defined yet but is software related. Yesterday's press release didn't mention HP at all. I don't know what you're referring to with regard to a "backwards compatibility issue". I've always assumed that their old hardware products are interoperable with their new. Of course, it would be ludicrous to mix the two so I doubt it's an issue. Yesterday's press release was yet another clear indication that Brocade thinks their way is the de-facto standard simply because they have the largest installed base. A VERY risky model. Ask the Betamax people. (Are you old enough to remember that issue?)

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