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Casual investor with a flair for investing.
  • BRCD - the Jewel of the Crown for IBM or HPQ 0 comments
    May 27, 2009 12:17 AM | about stocks: BRCD, IBM, HPQ

    Brocade (NASDAQ:BRCD) up huge since the day we added it to the Slumdog Millionaire portfolio is preparing for the next big leg up.

    Consider these facts:

    BRCD is having an incredible revenue run-up that puts Cisco's revenue numbers to shame.

    BRCD has strong alliance with IBM in the form of an OEM partnership and a rumored similar relationship about to be hatched with Hewlett Packard(NYSE:HP).

    BRCD is the jewel of the crown if IBM and/or HP want to take on Cisco (NASDAQ:CSCO) now that CSCO has encroahced their server business. The only means for IBM and/or HP to fight CSCO is to ACQUIRE BRCD.

    Whether BRCD gets acquired by IBM/HP or not it stands to reason that BRCD has a great business with strong fundamentals on its own. I don't see how you can go wrong owning BRCD's stock in your portfolio. The acquisition possibility is a further spread of delicious icing on what is already a great cake!


    Stocks: BRCD, IBM, HPQ
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