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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (15756)	12/8/2002 11:26:33 AM
From: Rock_nj	Read Replies (1) \| Respond to of 57110

Brocade is presenting at the Salomon Smith Barney Data Storage Infrastructure Conference on December 11, 2002 in New York, NY There could be a good rally this week in BRCD. Basing nicely around 5 with a major conference on Wednesday. This stock looks like a steal to me at these prices. I mean it has really come down from it's highs earlier in the year. They've got lots of cash on hand. They're closing on the Rhapsody deal in January. Guidance has been conservative, so upside surprises are possible. Brocade might be one of the best tech investments out there where it is trading. The only thing to really worry about is Cisco. Because they are entering Brocade's market.