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

To: Jack Hartmann who wrote (727)2/22/2001 12:03:13 AM
From: pass pass  Read Replies (1) | Respond to of 1583
 
SAN Fiber channel vs. IP networking debate is sputtering

Based on what? I've heard Gigabit Ethernet is a cheaper, simpler approach for storage network management. BRCD is a good company except I don't like the fact that CEO Reyes sold frequently in the past few months.



To: Jack Hartmann who wrote (727)2/22/2001 12:10:59 AM
From: Ibexx  Read Replies (1) | Respond to of 1583
 
Jack,

Thank you so much for the excellent conference notes.

I agree that SUNW could be a huge positive come 2nd half of 2001.

Under the present circumstance, "visibility" of less than 30 days isn't bad at all. Nortel's had only 2 days, as indicated by its CEO Roth.

Thanks again.

Ibexx



To: Jack Hartmann who wrote (727)2/22/2001 1:06:31 PM
From: MGV  Read Replies (1) | Respond to of 1583
 
Thanks for the transcript Jack. I listened to the call but it is useful to have the text. How did you get it?


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