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To: stockman_scott who wrote (11331)	5/6/2002 2:12:14 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Brocade Comms (BRCD) 22.91 +0.53: Analysts are expecting good things from BRCD's Q2 (reports 5/15); shares move 2.5% higher on expectations. Friday, Goldman Sachs predicted the co. is likely to report a high quality qtr with revs in-line with firm's $130 mln est; today, Lehman Brothers chimes in with an equally bullish opinion. Firm expects BRCD will exceed their est of $128 mln in revenue and looks for BRCD to guide to a seq. revenue increase for Q3; believe that end mkt demand for the new SilkWorm 12000 remains strong. Lehman rates shares as "expensive" but names BRCD as one of the few storage sector cos that can execute in a very difficult IT spending environment.