Replies to post #148983 on Zeev's Turnips Patch-No Politics (ZEEV)

[Sherlock356]

re BRCD, I believe CSCO will soon announce a line of FC switch products/features that will be targeted directly at BRCD's market....however I believe this is well known already.

[Zeev Hed]

Hard alright. While at lunch got back at a discount in NVEC at $29.35, none other hit. The lunch relapse is weaker than I expected.

[marquis103]

FWIW. I sold my small BRCD position right about this level Friday, based on this Briefing.com blurb. But as one of the other people said, this Cisco competition seems to be well known. Russ

"Sep 5 2003
2:22 PM In Play Cisco product introduction seen as negative for Brocade (BRCD) 6.02 -0.06: ThinkEquity believes that Cisco will introduce two Fibre Channel switch products early next week; also believes IBM will simultaneously announce qualification of both products. Firm expects these new offerings to be positioned to compete primarily with Brocade. As the market share leader in fabric switches, firm believes traction from the new Cisco products will disproportionately impact Brocade. In the JulQ, estimates that BRCD was greater than 22% exposed to IBM. "