Brocade Communications Systems,Inc. (Nasdaq-BRCD)

STOCKTALK

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Technology Stocks
Brocade Communications Systems,Inc. (Nasdaq-BRCD)

An SI Board Since May 1999

Posts	SubjectMarks	Bans	Symbol
1583	114	0	BRCD

Emcee: Mohan Marette	Type: Unmoderated

Introduction Market Data Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
858	Goldman Sachs rep. just indicated that LC said no such thing. Nothing about an	MGV	-	3/30/2001
857	From TSCM <i>I’ve heard that Laura Conigliaro (of Goldman Sachs) told cli	Jack Hartmann	-	3/30/2001
856	8.75, well ladee da, now it's cheap for a stock with deteriorating fundament	SouthFloridaGuy	-	3/30/2001
855	Your math is wrong. But why should anyone be surprised? P/S based on TTM rev.	MGV	-	3/30/2001
854	So you are impressed by nycb's analysis, which is: "It's going down	MGV	-	3/30/2001
853	Message 12443009 Message 12475709 this post is especially apropos for the curren	bobby beara	-	3/29/2001
852	Yes ratan, you keep going with your one liners. BRCD continues to fall 10%+ day	SouthFloridaGuy	-	3/29/2001
851	Thanks bobby, I have used the balance sheet insult and Coca Coca line on these p	SouthFloridaGuy	-	3/29/2001
850	>>No one cares. Your opinion is worth what you get for it. A big zero>&	bobby beara	-	3/29/2001
849	<i>Think. </i> Isnt that an oxymoron considering whom you addressed	ratan lal	-	3/28/2001
848	Try again. Concentrate. Focus. Think.	MGV	-	3/28/2001
847	$17 to go.	SouthFloridaGuy	-	3/28/2001
846	No one really is waiting for you to add a thoughtful idea. With no expectations	MGV	-	3/28/2001
845	Take your own advice, big guy, not my fault you're too chicken to sell out o	SouthFloridaGuy	-	3/28/2001
844	No one cares. Your opinion is worth what you get for it. A big zero. Come bac	MGV	-	3/28/2001
843	I continue to maintain my target of $5 for BRCD.	SouthFloridaGuy	-	3/28/2001
842	Read the report from Chris Stix and noted that the 10-40 worse case valuation wa	compradun	-	3/27/2001
841	<i>A bet on BRCD is a partial bet on EMC as their largest customer.</i&	Bob Frasca	-	3/27/2001
840	Or you could step outside to something like Emulex which has positioned itself t	Bruce Brown	-	3/27/2001
839	Charlie, I think BRCD is a company in fine shape. But it is still very expensi	Bo Le	-	3/27/2001
838	I recognize you addressed the comment to Bo Le, but I'd like to offer one su	gingersreisse	-	3/27/2001
837	Bo would you average BRCD down? I went long today also at 24 charlie	Charlie Schultz	-	3/26/2001
836	In the strictest sense, this is true. However, when you take into account the &	jmod1010	-	3/26/2001
835	Starting buying BRCD at $24 today. Fair valuation for BRCD is about $12. Hope it	Bo Le	-	3/26/2001
834	I don't think your Gorilla Game scenario applies here. EMC is not a competi	Bob Frasca	-	3/26/2001

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