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To: fedhead who wrote (11846)5/31/2002 8:36:10 PM
From: Bill Harmond  Respond to of 57684
 
I think it gives Brocade more opportunity to add more granularity to their ROI story...plus refute the IDC study.

Maybe they can draw and quarter Ashok Kumar while he's there. ...assuming he gets in.

byteandswitch.com



To: fedhead who wrote (11846)6/2/2002 9:36:34 PM
From: Bill Harmond  Respond to of 57684
 
[Morgan Stanley's Mark] Edelstone named Silicon Laboratories his top pick, noting that the company is showing 15% to 25% sequential quarterly growth and is on track for a tenfold increase in revenue over the next five years. The Austin, Texas, company makes mixed-signal chips for wireless, wireline and optical communications devices.

online.wsj.com


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