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!