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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD) -- Ignore unavailable to you. Want to Upgrade?

To: bobkansas who wrote (59)	8/17/1999 5:17:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 1583

Competition----> Also don't forget about the low 'float',ie about 27 mil shares outstanding with a very low 'float' of 3 mil or so.If the company and stock continues to perform we may even get a stock split within the next 6 to 8 months,my opinion of course,means nothing much really. From the prospectus: 'Although the competitive environment in the Fibre Channel switching market has yet to develop fully, we anticipate that the current and potential market for our products will be highly competitive, continually evolving and subject to rapid technological change. New SAN products are being introduced by major server and storage providers, and existing products will be continually enhanced. We currently face competition from other manufacturers of SAN switches, including Ancor Communications, Inc. We also face competition from manufacturers of hubs, including Gadzoox Networks, Inc. and Vixel Corporation. In addition, as the market for SAN products grows, we may face competition from traditional networking companies and other manufacturers of networking equipment who may enter the SAN market with their own switching products. It is also possible that customers could develop and introduce products competitive with our product offerings. We believe the competitive factors in this market segment include product performance and features, product reliability, price, ability to meet delivery schedules, customer service and technical support......'

To: bobkansas who wrote (59)	8/17/1999 5:24:00 PM
From: Neville H. J. Gorman	Read Replies (2) \| Respond to of 1583

Well, I know that ANCR and ZOOX make Fibre Channel switches as well. Analyst Johson said the following about BRCD: With Brocade emerging as the market leader at a time when the market is starting to accelerate, Mr. Johnson believes it will be difficult for its competitors to catch up -- thus giving Brocade "gorilla" status. Brocade's competitors include Gadzoox Networks(Nasdaq: ZOOX), another recent IPO, and Vixel. redherring.com I'm no technician, so I don't know if their technology is absolutely superior. But the growth prospects are very compelling. I'm going to buy as well. Still waiting for an entry point. Maybe 150. Let's see. Good luck to you!