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To: Boplicity who wrote (1649)5/15/2000 4:44:00 PM
From: DOUG H  Respond to of 13572
 
My thoughts exactly, would took some profits today but those pesky customers kept coming.... <gg>



To: Boplicity who wrote (1649)5/15/2000 4:57:00 PM
From: r.edwards  Respond to of 13572
 
Greg, BRCD Brocade Comm. looks really good, earnings today.eom



To: Boplicity who wrote (1649)5/15/2000 10:07:00 PM
From: jhg_in_kc  Read Replies (1) | Respond to of 13572
 
greg, what do you think about BRCD? EMC is one of my core holdings, BRCD, an 1PO last May, showing astounding growth in a field I can attest (data storage industry) is really, really fast growing. Just announced earnings. I'm just starting DD. I know EMC has bot their product ("SilkwormTM" sitches to run the fibre-channel Storage Area Network most efficiently) to include in its solutions. BRCD--in the network storage arena--could be a mini CSCO. Or has it gone too far, too soon?
jhg



To: Boplicity who wrote (1649)5/15/2000 10:43:00 PM
From: DOUG H  Respond to of 13572
 
Greg, the price here gives them a PEG of about 1. not bad for a 50% grower.

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