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Brocade Communications Systems Inc. (BRCD)
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Wisdom vs. Information
:
BRCD
: Q1 is not going to match seasonality b/c Foundry has different seasonality, thus, this is not a guide down
3 days ago
Wisdom vs. Information
:
BRCD
: Brocade 4Q confirmed 2010 guidance ~$1EPS, looks good at $8; revs will be up, GM down, hmm... bad for
QLGC
and
ELX
?
4 days ago
LongShortTech
:
EXTR
has also rallied on news of
HPQ
's acquisition of
COMS
. Watch also
BRCD
for a rebound.
Sat, Nov 14, 2009
Hedged In
:
HPQ
's acquisition of
COMS
increases competition on
CSCO
. But the biggest victim is
BRCD
, which was looking for a buyer.
IBM
?
Thu, Nov 12, 2009
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