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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (10532)2/15/2002 7:28:31 PM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Brocade (BRCD) 29.99 -2.65: McDATA (MCDT 21.52 -0.98) announced a suit against Brocade alleging co infringed on McDATA's patent covering "Method and Apparatus for Measuring Traffic Within a Switch." According to Lehman Brothers, the implications are unclear at this point but firm believes the suit could slow the rollout of future intelligent switching products. Believes development adds more uncertainty in a market with lofty valuations and sluggish growth. Firm remains cautious on the sector.