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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: Bob Frasca who wrote (1443)	6/4/2003 11:25:42 PM
From: Lizzie Tudor	of 1583

thanks for your post, you obviously know the business. The thing is, I don't think this market is differentiating wrt technologies yet. Its more of a survivors game at this point. You need higher valuations for mkts to care about who has the latest and greatest. And there is always some lead time for new product adoptions to take hold. At least thats how it is in other technology markets, I assume SANs are the same. Lizzie

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