Zeev's Turnips Patch-No Politics (ZEEV)

[Joe Stocks]

>>>I'm considering BRCD for a longer-term buy at some point myself, <<<


I have a hard time looking at any tech stock for a longer term buy. The essense of technology is change and the winners seem to reshuffle themselves as new technology becomes old. I think BRCD is a giant risk. Once the bigger fish (CSCO) jumps the market they usually have a huge competitive advantage. Maybe at 2X sales it looks interesting but it could be 4X sales next year without the stock pricing budging(if you know what I mean). I think BRCD is cheap for very good reasons.

JMO, Joe