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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD) -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (1323)	1/17/2003 9:09:38 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 1583

yeah I want to buy vrts, unfortunately I think that restatement related to AOL was not news, I seem to recall it coming up when AOL first broke down so the result was not much of a decline in vrts today! I would like to buy vrts, but cheaper. They are giving brcd away but some others are still expensive (that is if you assume no tech growth- any decent resumption of growth and the entire nas is dirt cheap, but no sighting of growth yet). Vrts falling less than a dollar as well as the internets ebay amzn yhoo holding up well (even AOL holding up ok), and some other strong stocks not breaking down make me more positive on the nas than the traders. I hope its not a red herring because I'd hate to miss a great shorting opportunity, lots of people are looking for a total breakdown next week. edit you should be happy with the sun results yesterday

To: E_K_S who wrote (1323)	1/27/2003 8:45:04 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 1583

This is related to your comments about the Rhapsody enterprise storage management product. It looks like mcdt are splitting off a software division that they acquired earlier. I don't have too much experience with enterprise storage management software, but from what I do know, VRTS is the only company with a platform neutral fully functional suite, its hard to see where all these niche players fit in. But maybe others here have more direct experience. L McData Stirs Up Software McData Corp. (Nasdaq: MCDTA - message board) is hoping to pump up its software unit, geared around its SANavigator management software, and expand into new markets. But it's still many miles away from becoming a storage software powerhouse. And McData's SANavigator unit faces a growing number of competitors, including Computer Associates International Inc. (CA) (NYSE: CA - message board), which just released its first product in this category, BrightStor SAN Manager. Other vendors angling for a piece of this pie include Brocade Communications Systems Inc. (Nasdaq: BRCD - message board), Fujitsu Software Technology Corp. (Softek), AppIQ Corp., CreekPath Systems Inc., and InterSAN Inc. (see CA Spans Into SANs). byteandswitch.com