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


To: SouthFloridaGuy who wrote (856)3/30/2001 9:30:11 AM
From: Jack Hartmann  Read Replies (1) | Respond to of 1583
 
From TSCM

I’ve heard that Laura Conigliaro (of Goldman Sachs) told clients yesterday to expect a major earnings warning from the Storage Sector Monday or Tuesday --

While one obvious target is EMC (which I'm long), rumors have circulatd that it is Brocade (which I'm long Puts).

Laura covers both – tried to reach her but she’s traveling


Barry Ritholtz
***************
Laura has been a killer on the storage sector. It's a rumor, but one to watch.

Jack