SI
SI
discoversearch

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


To: Bob Frasca who wrote (1443)6/4/2003 11:25:42 PM
From: Lizzie Tudor  Respond to of 1583
 
thanks for your post, you obviously know the business.

The thing is, I don't think this market is differentiating wrt technologies yet. Its more of a survivors game at this point. You need higher valuations for mkts to care about who has the latest and greatest. And there is always some lead time for new product adoptions to take hold. At least thats how it is in other technology markets, I assume SANs are the same.
Lizzie