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Casual investor with a flair for investing.
  • Is BRCD being released from the prison pen? 0 comments
    Aug 31, 2009 10:56 PM | about stocks: BRCD, DELL

    Well, well, well!

    Right after the market close comes the announcement that Dell now has partnered to sell BRCD's network switches. Now, listen to this, the Dell VP of network servers says it is a much better sale when you package servers and networking equipment together! Given Dell's ambitions does this mean Dell might have considered acquiring Brocade? And if so were they turned down by Brocade because they think it is good to go independent or they might have a better paying suitor?

    And there is a high visibility public event between Net One and Brocade in Tokyo in the near term. What could the public event be about given high profile execs from both companies will be at the podium? I don't know but I will bet it is in the least another stellar partnership for BRCD! Obviously you can guess what is a better case scenario than just another partnership announcement! :-)

    Stocks: BRCD, DELL
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