Fortinet Inc (FTNT)

[johnsyn]

1:24 PM Now that P-E firm Thoma Bravo has sold SonicWALL to Dell, it might turn its sights on acquiring Brocade (BRCD +1.9%), believes FBN's Shelby Seyrafi, who also thinks the deal will spell increased competition for Fortinet (FTNT). Brocade's buyout talks with Blackstone recently broke down.