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

To: pass pass who wrote (764)	2/23/2001 4:31:23 PM
From: stockman_scott	Respond to of 1583

There seems to be no problem with Brocade...I picked some up in the 30s yesterday and haven't looked back...This SAN powerhouse is WAY OVERSOLD, IMO. The Houses and Funds were buying this stock like crazy in the last 1/2 hour. The trend can be your friend....strap in and enjoy the ride...=) Best Regards, Scott

To: pass pass who wrote (764)	2/23/2001 5:37:16 PM
From: MGV	Read Replies (1) \| Respond to of 1583

You made a mistake. You got caught up emotionally. It happens. After all they would have to do 500 million to have a 20 P/S. Is that what you believe? BRCD was dangerously overpriced. It was as high as $130. Rapid growth in storage area networks makes sense and BRCD is very well positioned to benefit from wide spread SAN adoption. It continued to gain share in its market based on the latest data. BRCD may not be a bargain until visibility improves but it isn't "dangerously overpriced" either.