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Stocks B / Brocade Comms Systems, Inc.


Subject:  Re: gorilla? Date:  6/21/2000  9:07 PM
Author:  stinkinbadges Number:  375 of 1880

Bruce and Steve,

I decided to invest in BRCD after hearing Greg Reyes interviewed on RadioWallStreet. This interview to be exact:
Bruce... I think you posted a link to this interview before. Not sure if it was this board or not. Sorry if this is redundant.

Quotes like this really floated my boat:
" I would view CSCO as a potential partner ..."

Or this one:
"One of the things we've done consistently is attempt to be thoughtful and conservative in terms of the projections we give to Wall Street and then work our tales off to exceed them."

Here's what Yahoo's info says about that quote:
They beat estimates by 50%, 50%, 50%, and 35% the last 4 quarters. That last numbers a little disapointing but I think we can live with it. :~)

Oh yea... here's my favorite line.
"I think we will continue to see Brocade grow at an accelerating rate".
Now to me this means they are going to grow faster in percentage terms than they did in the past. FASTER!! Is that what it means to you? Excuse me for shouting at you but this is a company that is already growing 450% year over year and sequentially be 42% and then 45%. So... as you can see.. they are growing faster the last two quarters. Yikes! I'm getting a wind burn.
And the last quote:
" I think we will see BRCD continue to grow at triple digit rates for the forseeable future".
Yep. Nice to have a little security. We like the sound of that. By the way Bruce I really like the strategy of the storage triple play with EMC, NTAP and BRCD. Probably like BRCD a little more than the other two at current prices but they are all excellent choices.

best of luck my Foolish brothers
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