Replies to post #52513 on Zeev's Turnips Patch-No Politics (ZEEV)

[Captain_Jack]

Finallythere-- re csco,, kinda scarey. We live by the rule 'buy low, sell high' and then there is chambers. csco sits on about $40 B cash. He had no problem buying competitors when they were tremendously overvalued. Now that some others are 1/2 price or less he has no balls,, brains have become questionable. Guess he wants to wait so he can pay 2 - 10 times more later!
The storage area will grow. Many companys feel the need to store more & more. One day they will realize exactly what needs stored and at what retention periods. Doubtful that will come soon but storing the the last paperclip purchase for 5 decades does not seem like a REQUIRED file.There are soon to be billions of files like that being stored -- just one more record. Lets see-- I have 80 gig,, how many jokes sent by friends are needed to be stored for my grandchildren's grandchildren?

[Sherlock356]

IMO the only way BRCD will bounce hard is if someone buys them or if there is a massive tech stock rally. CSCO (working with QLGC's technology) will IMO eat Brocade's lunch. Brocade engineers and top brass have been abandoning ship. Rhapsody IMO was a desperate attempt to combat the coming storm.

http://www.byteandswitch.com/document.asp?doc_id=25315

http://www.byteandswitch.com/document.asp?doc_id=25346

[Emptyhead]

Sold all my BRCD yesterday. Increasing cash to play a bounce in.....RRI (what else is there)
http://www.investorshub.com/boards/read_msg.asp?message_id=612092