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

To: Bill Harmond who wrote (13431)	8/14/2002 5:13:59 PM
From: stockman_scott	Respond to of 57684

17:06 ET BRCD Brocade maintains Q4 guidance (15.05 +0.88) -- Update -- On call, says it is comfortable with its current guidance for Q4 revenues of $160-165 mln (Multex consensus $162.8 mln), gross margins in the 60% range, and EPS of $0.10 (consensus $0.10)... separately, expects revenue from Advanced Fabric Services and Software to exceed the 15% target it set last quarter... BRCD +0.57 at 15.62

To: Bill Harmond who wrote (13431)	8/14/2002 9:23:14 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

nice call on that brcd, I see its flying AH. I mean, really flying %-wise. I can't remember the last time I saw that. Duh... I guess profitability makes all the difference :-/ Anyway can you help me to understand what the difference is between brcd, ntap and qlgc/emlx again. I believe qlgc/emlx are competitors, producing components for this equipment correct? But aren't brcd,ntap,emc all storage- what is the difference between these in laymans terms? thx L