Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: JeanD who wrote (4032)	3/18/2002 3:17:59 PM
From: Dave Gore	Respond to of 16631

Jean, according to Briefing, the storage sector stocks are dropping primarily on a Prudential call. Prudential however, IMHO, is still one of the worst firms at predicting future prices. Plus they are wimps and downgrade late. BRCD and EMLX are dropping almost worse than MCDT did after their slight earnings miss, even though their business and products are a fair amount better at the moment.

To: JeanD who wrote (4032)	3/18/2002 3:23:24 PM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Jean, there's info on BRCD, too. Pretty reassuring. From briefing- Archive Headline 11-Mar-02 12:00 -- 13:00 ET Brocade Comms (BRCD) 28.53 -0.95: --Before Open-- Goldman Sachs has had the opportunity to speak with a couple of end-users testing SilkWorm 12000. According to firm, users expressed strong satisfaction and have already ordered production units. BRCD's unique ability to protect against software failure seems to resonate particularly loudly in this case; sounds as if SW12K is on schedule for an April production release.