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To: Lizzie Tudor who wrote (13459)	8/15/2002 5:14:34 PM
From: Bill Harmond	Respond to of 57684

So Brocade at 30% is a good thing. Listening to Michael Dell tonight. He should be informative.

To: Lizzie Tudor who wrote (13459)	8/16/2002 10:56:21 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Looks like they're starting to like tech again, Lizzie.

To: Lizzie Tudor who wrote (13459)	8/16/2002 11:25:18 AM
From: Bill Harmond	Respond to of 57684

The most amazing statistic I got from the Dell call was that component prices decline about 1% a week.

To: Lizzie Tudor who wrote (13459)	8/16/2002 1:28:48 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

13:20 ET CSCO Cisco Systems: fibre channel intro could weigh on Brocade, McData (14.59 +0.23) Merrill Lynch says that CSCO may be preparing to introduce its initial fibre channel switching products to its sales force next week at the co's annual kick-off meeting; although these products may not become generally available for sale until the end of 2002 or beginning of 2003 at the earliest, the announcement could weigh on BRCD and MCDT, depending on the details. But... byteandswitch.com