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


To: MGV who wrote (699)2/21/2001 9:58:58 AM
From: MGV  Respond to of 1583
 
Finisar reported information last night that is relevant for BRCD. FNSR sell fibre channel tranceivers to BRCD. It is 26% of FNSR's business and its business with BRCD was up approx. 110% sequentially. That is a positive data point for BRCD's Q1. The issue is FNSR's forward guidance.



To: MGV who wrote (699)2/21/2001 11:11:21 AM
From: pass pass  Read Replies (1) | Respond to of 1583
 
I predict the guidance will be cautious, just like everyone else. FNSR met expectation but forecasted a lower growth, stock dropped 30%. Let's see what will happen to BRCD.