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To: fedhead who wrote (11610)5/17/2002 7:34:54 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
It makes sense that the market is reasoning like you are (plus the Cisco or Microsoft as competitor terror), but I think that will not stand up to price/performance evaluations. Notice there is no talk about performance, and the comparison graphic is from Cisco.

The chat links below the article are revealing.

BTW, Byte and Switch HATES Brocade. Notice the McData CEO's mug on page one....for a week now. Brocade won't play ball with B&S.



To: fedhead who wrote (11610)5/20/2002 12:52:41 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I've decided to let Brocade ride. It's hard to watch, but the fundamentals are compelling, IMO.