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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: E_K_S who wrote (1544)	4/30/2004 1:36:53 PM
From: Lizzie Tudor	Read Replies (1) of 1583

all it was, was a screen full of semis and semi equips down today and one of the CNBC reporters quoting some firm saying the "semi cycle had peaked" and using that as a reason for weakness. I'm with you, thats way to general. I don't think storage falls in the realm of the "semi cycle" really, for one thing. But one thing for certain, these stocks are in the tank and bellwethers like intel have gone down since last fall. You seem like you know storage, what do you think of BRCDs products? I drive by BRCD HQ all the time and since BRCD was the mkt leader in 01 I was thinking it would continue to dominate while mcdata and others might get marginalized. I was thinking Cisco plus another player for this space. But I might be betting on the wrong horse. BRCD sure is cheap, they are giving the company away once you net out the cash.

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