SI
SI
discoversearch

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

To: fedhead who wrote (11592)5/17/2002 3:36:53 PM
From: Bill Harmond  Respond to of 57684
 
The report and conference call were absolutely positive. 10% sequential revenue increase, 60% margins, less DSO's, debunked accounting concerns, etc.

I'm thinking there is large May call interest going into earnings because of EMLX and QLGC's earlier results, and it's getting unwound.

Next week should tell. Brocade (though larger) isn't more expensive than the other two, IMO, and it's better position in its segment.

Remember McData just blamed a slow economy? Yeah, right.



To: fedhead who wrote (11592)5/17/2002 3:41:35 PM
From: 16yearcycle  Read Replies (3) | Respond to of 57684
 
Anindo, I am not sure what to think. It could always pop eventually if we have a strong market. Emlx lagged last fall initially, then went berserk and outperformed everyone but maybe expe. Last spring the FIBER stocks outperformed initially(yeooowch that hurt). But yes, it is really really weak, and it has now underperformed qlgc by a ton for quite awhile


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News