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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (54606)	10/2/2000 7:33:36 AM
From: Techplayer	Respond to of 63513

Jorj, I was reading an article about it on the front of IBD last night. Earnings are expected to balloon to $1.01 in 2001. The entire product universe for BRCD's switches is expected to reach 3 billion dollars and migrate from fibre channel to IP and ethernet, an area where BRCD still has no story. BRCD is presently holding a market cap of 26 billion with a PE of 215X 2001. When value really matters, as it is likely to soon, JNPR, BRCD, AMCC, PMCS and BRCM could take a beating. then again, value may never count for some emerging tech leaders. tp