Zeev's Turnips Patch-No Politics (ZEEV)

[Lane Hall-Witt]

akirsch--

One thing to keep in mind for BRCD today is that CSCO reports after the close and may make more comments on its entry into BRCD's market. BRCD has been suffering greatly from the perception that CSCO is going to disrupt BRCD's position in the marketplace. I'm not necessarily saying to dump the stock -- indeed, I'll be considering it, over the near term, for a buy myself because it has run so much less than its peers -- but I just think everyone should be aware of this looming CSCO risk, which could be magnified tonight with CSCO reporting.

Lane