Naw, I think that the Bollinger Bands are tightening around the company, with a sharp move, up or down, on the horizon (but, of course, that it the history of this stock from the beginning). Maybe it was IBM that wanted to buy at $6/share, and when the answer was no, Big Blue simply decided to go elsewhere with the OEM business that is ready to hit the streets.
Has there been any confirmation that Brocade actually has landed an OEM or reseller arrangement other than with Sequent anbd Jaycor. What is the actual scorecard, and are we in the 1/2 inning, or the last of the 8th. What do the latest gurus on the fibre channel market have to say? Who is shipping and selling product, and for what uses? Seems very difficult to tell at this point since both Ancor and Brocade are silent. . . .It may be too early for Ancor's true prospects to be known.
Ice, Kerry, what do you know, suspect, speculate, etc.? Still long? |
