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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: xcr600 who wrote (40351)11/14/2003 10:16:29 AM
From: Logain Ablar  Respond to of 70981
 
x:

I think it would be wise to listen to the next cc. I became negative on BRCD when it wasn't able to develop a switch to compete @ the director level (they may have improved it by now). TA wise you have to respect the chart but I can't see how they have an exclusive with Dell with QLGC also having a presence with Dell.

My main negative to mcdta and brcd was csco entering the space. They would only be taking share from the existing players (qlgc is too small a % of the switch market).

I'm not in the space right now.