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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?


To: Gus who wrote (3997)9/10/2001 12:10:23 PM
From: James Calladine  Read Replies (1) | Respond to of 4808
 
FROM BRIEFING

<<<11:31 ET EMC Product : Trading floor sources telling us that McData's (MCDTA MCDT) Investor Relations confirmed that Brocade (BRCD) won the contract to provide switches for the sub-storage system announced by EMC (EMC) this morning; revenue impact is unclear, but could be viewed as positive for BRCD and negative for MCDTA. There has apparently been some confusion on this issue; in a note earlier this morning, Merrill Lynch indicated that MCDT might have won it. EMC will hold a conference call to discuss the product at noon ET: 800-475-0509, password: Peter Ross.>>>

Namaste!

Jim