Dell (DELL +1.4%) is shopping for a networking equipment company, Canaccord's Paul Mansky...

|About: Dell Inc. (DELL)|By:, SA News Editor

Dell (DELL +1.4%) is shopping for a networking equipment company, Canaccord's Paul Mansky speculates, betting on Brocade (BRCD +5.9%) as the most likely target. There are no real alternatives in the space, and Brocade’s Fibre Channel business "should be an attractive cash engine for at least five years." Mansky thinks Dell could pay as much as $10/share for the company; it's now ~$7.