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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (46103)1/10/2002 4:26:47 AM
From: stockman_scott  Respond to of 65232
 
The Housing Market May Not Be Slowing...

Message 16887415



To: Sully- who wrote (46103)1/10/2002 8:50:46 AM
From: stockman_scott  Respond to of 65232
 
7:45AM Brocade Comms (BRCD) 39.38: Goldman Sachs is positive on BRCD, as new product introductions such as the Silkworm 12000 indicate that the co's advantage over rivals is growing (firm expects Silkworm 12k should capture 25% of the mkt in its 1st yr); co is showing strong linearity in current qtr. Although current price is close to the firm's target, co represents one of the few high-growth co's with potential upside; reiterates Recommended List rating.


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