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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: Brasco One who wrote (1438)6/4/2003 4:49:11 PM
From: Bob Frasca  Read Replies (1) of 1583
 
I'd sell and count my blessings. I'm buying puts. Everyone laughed at QLGC when they said they wanted to support 4-gig FC fabrics, including BRCD. Looks like they're going to have the last laugh. FCIA approved 4 Gig FC for SANS last week. The significant part is that 4 Gig is backward compatible and will cost about the same as 2 Gig. 10 Gig, where BRCD hung their hat, is a forklift upgrade and is not backward compatible.

byteandswitch.com
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