Brocade - gute Entwicklung - gutes Rating - sollte beachtet werden! - 500 Beiträge pro Seite

[megasolar]

Hi,

Brocade hat sich in den letzten Wochen erheblich aus dem Tief herausgearbeitet.

Ich empfehle euch, den Wert in die engere Wahl eurer Watchlist mit aufzunehmen.

Hier der Link zu den Basic Infos bei finance.yahoo.com

http://biz.yahoo.com/z/a/b/brcd.html

-megasolar

[magoo]

hallo,

Brocade ist einer der Topwerte schlechthin, trotz Downgrading bei einigen Analysten.
Übrigens aus den Tiefs herausgearbeitet ist gut, wir stehen nahe dem ATH, und BRCD hat in den letzten 5 Wochen vom Intradaytief mehr als 100% gemacht.
Hier mein Lieblingsboard und die Empfehlung bei 85-90 zu kaufen.
http://www.juchu.de/ubb/Forum1/HTML/001259.html

Guido

[megasolar]

@magoo
Downgrading - Nope!

Bei finance.yahoo.com ist ein deutliches Upgrading in den letzten Wochen erkennbar.

Und im Moment kratzt BRCD am ATH, ok, aber das könnte zäh werden.
Insgesamt sehen die chartrelevanten Indikatoren gut aus:
http://quotes.barchart.com/texpert.asp?sym=BRCD&code=bstk

Bin seit langem dabei..
-megasolar

[megasolar]

Das ATH ist durchbrochen!



Ich glaube allerdings nicht, daß es jetzt rasant nach oben geht - der Markt ist vorsichtig in der Bewertung von Brocade.

Aktuell der Morgan Stanley Chief U.S. Investment Strategist Byron Wien :
Wien said that although he likes a lot of technology stock, many including JDS Uniphase Corp. (NasdaqNM:JDSU - news), Brocade Communications Systems Inc. (NasdaqNM:BRCD - news) and Intel Corp. (NasdaqNM:INTC - news) are not cheap.

Source: http://biz.yahoo.com/rf/000702/n02282596.html

-megasolar

[magoo]

Hallo Megasolar,

jetzt sogar der Schlußrecord mit 185 9/16, ATH jetzt 192 US$
Übrigens gab es ein Downgrading im Mai ( entspricht aber nicht meiner Meinung ;-)), hier der Grund:

Nachdem das Rating von Brocade Communications, einem Hersteller von Equipment für Speichernetzwerke (SANs), durch Piper Jaffray von Buy auf Neutral herabgesetzt wurde, gab der Kurs zeitweise um über 14% nach. Ein Wettbewerbennamens Nishan werde eine fortschrittlicher Technologie in diesem Zusammenhang auf den Markt bringen. Brocade benutzt sog. Fiber Cannels für die Verbindung von Speicherumgebung mit Server, Nishen hingegen nutzt IP-Technologie und Ethernet. Prominente Unternehmen wie Intel und IBM, evtl. auch Lucent, Cisco, Sun und Nortel sollen Investments in das Start Up Unternehmen Nishan erwägen, wodurch die Unterstützung durch Industrieschwergewichte ebenfalls gegeben wäre.
Andere Analysten wiederum sind der Meinung, daß Brocade Comm. auf alle Fälle im Bereich der SANs das am besten positionierte Unternehmen ist und Fiber Channel zumindest auf absehbare Zeit noch erste Wahl im Bereich der Speichertechnologie bleiben wird.

Gruß Guido

[magoo]

Hallo,

hier wieder ein neues Kursziel; ist aber schon fast erreicht ;-)



27.07.2000
Brocade Comm. Kursziel $230
Morgan Stanley Dean Witter


Die Analysten von Morgan Stanley Dean Witter erteilen der Aktie der Brocade Communications Systems Inc. (WKN: 922590, BRCD) das Höchstprädikat
„strong buy“.

Derzeit notiere der Wert bei etwa $185. Ein Kursziel von $230 sei aber durchaus erreichbar, betonen die Experten. Die Branchentrends zeigten weiterhin nach oben. Das Marktpotential, werde dabei von den meisten Beobachtern unterschätzt. Für das 3. Quartal 2000 rechnen die Analysten daher mit einer allgemeinen Gewinnkorrektur nach oben.

Der Markt sei aktuell durch sich verändernde Trends gekennzeichnet. Man glaube, daß Brocade diese jetzt und auch in Zukunft erkenne und nutzen werde.


Gruß Guido

[megasolar]

So es wird spannend.

Cisco hat einen Mitbewerber von Brocade aufgekauft: NuSpeed.
Im Juni noch hatte Cisco mit Brocade eine strategische Allianz geschlossen - deren Wert und Zukunft ich jetzt wesentlich vorsichtiger bewerte. Cisco hat vergleichbare Produkt jetzt im eigenen Haus.
Source: http://yahoo.cnet.com/news/0-1004-200-2362845.html?pt.yfin.c…
Der Brocade Kurs hat entsprechend um über 7% nachgegeben.

Ich werde jetzt die anderen Wettbewerber von Brocade wesentlich stärker beobachten: Sycamore Networks und Juniper Networks.

Sycamore:
Juniper:

Klar ist, daß hier noch überdurchschnittliches Potential liegt. Klar ist aber auch, daß an Giganten wie Cisco keiner vorbeikommt, wenn die anfangen, SAN Firmen aufzukaufen und entsprechend positionieren.

-megasolar

[magoo]

Hi megasolar,

ich glaube Du verwechselst da was.

JNPR ist ein Gegenspieler von CSCO, nicht direkt von BRCD.

Eigentlich sind aber alle drei ein Kauf, wenn auch BRCD und JNPR recht hohe Bewertungen haben.

Gruß Guido

[magoo]

Brocade liefert wieder zahlen ab, die deutlich über den Schätzungen der Analysten liegen. ;-)

Umsatzwachstum +360%, gegenüber dem Vorquartal +48%.
Gewinn + 1146%, gegenüber dem Vorquartal +51%.
EPS jetzt schon 0,34$ nach 9 Monaten !



Brocade Reports Accelerated Revenue Growth for the Third Quarter of Fiscal 2000, Marking the Eighth Consecutive Period of Quarter Over Quarter Growth

PR Newswire
Wednesday August 16 4:00pm

Storage Networking Leader Reports Record Revenues and Earnings

SAN JOSE, Calif., Aug. 16 /PRNewswire/ -- Brocade Communications Systems, Inc. (Brocade(R)) (Nasdaq: BRCD), the leading provider of Storage Area Networking infrastructure, reported today net revenues for the third quarter of fiscal 2000 (Q3 00) of $92.1 million, a 360 percent increase over the $20.1 million reported for the third quarter of fiscal 1999 (Q3 99), and a 48 percent increase over the $62.1 million reported in the second quarter of fiscal 2000 (Q2 00).

Net income was $20.1 million in Q3 00, a 1,146 percent increase over the $1.6 million reported for the same period in fiscal 1999, and a 51 percent increase over the $13.3 million reported in Q2 00. Diluted net income per share for Q3 00 was $0.16 compared to net income per share of $0.01 in Q3 99 and net income per share of $0.11 in Q2 00.

During Q3 00, Brocade generated $18.1 million in cash. Total cash, cash equivalents and short-term investments at July 29, 2000 were $129.6 million. Accounts receivable days sales outstanding were 52 days at the end of Q3 00. Annualized quarterly return on stockholder`s equity increased to 53.0 percent in Q3 00 from 49.2 percent in Q2 00. Annualized quarterly return on assets increased to 37.5 percent in Q3 00 from 31.8 percent in Q2 00.(1)

Gross margins increased during Q3 00 to 58.6 percent of net revenues from the 58.0 percent reported in Q2 00. Operating income as a percentage of net revenues increased to 26.1 percent in Q3 00 from 25.2 percent of net revenues in Q2 00.

"We are delighted to report our eighth consecutive period of quarter over quarter revenue and earnings growth for our shareholders," said Greg Reyes, Brocade President and Chief Executive Officer. "Data storage requirements continue to increase across the board at a staggering rate. Brocade products provide the networking foundation of choice for storage environments, helping the world`s leading companies keep pace with the exponential growth in storage."

Brocade Fibre Channel fabric switches and software provide a networking foundation for storage area networks (SANs). Using Brocade SilkWorm(R) switches, customers can connect servers with storage devices through a SAN, creating a highly reliable and scalable environment for high-ROI storage applications, such as server and storage consolidation, disaster recovery, data replication, clustering, and storage on demand.

Reyes continued, "As the SAN market continues to evolve at a rapid pace, we are putting in place the foundation to drive each phase of the SAN market`s evolution and ensure that we are well-positioned to capitalize on each incremental market opportunity. With the addition of 17 new systems integrator partners worldwide, and the recent expansion of our existing OEM partnerships with Compaq and HP, we shipped more Fibre Channel switch ports this quarter than all of last year combined."

During the third quarter, Brocade also continued its leadership role in facilitating multi-vendor, standards-based heterogeneous SANs. Brocade launched the Fabric Aware program, a comprehensive testing and certification program for end to end SAN interoperability. More than 30 leading companies have agreed to specify, test, and jointly support SAN configurations that comprise a heterogeneous mix of servers, storage subsystems, Brocade switches, and other SAN technologies. In addition, Brocade has published more than 26 SOLUTIONware(TM) guides, which offer pre-tested configurations for popular SAN solutions such as LAN-free backup, clustering, and disaster tolerance in heterogeneous environments. Brocade also expanded strategic partnerships with leading host bus adapter providers Emulex and JNI, to facilitate seamless interoperability in heterogeneous SAN environments.

In the third quarter, Brocade released significant new features of its intelligent distributed operating system, Fabric OS(TM), which provides a common set of core services for deploying a storage area network. These new features include Fabric Watch(TM) for intelligent real-time monitoring of SAN resources and Extended Fabrics(TM), which extends SAN to SAN native fibre connectivity from 10 to 100 Kilometers. Through an API layer, Brocade is also making critical information contained within the Fabric OS available to its development partners, providing direct access to the value-added management services of Fabric OS.

This quarter, Brocade entered into a multi-phased technology agreement with Cisco, to allow customers to seamlessly inter-network Brocade-based SANS over Cisco IP-based metropolitan and wide area networks. The two companies are jointly developing a Fibre Channel interface for Cisco`s Catalyst 6000 family of products and certifying interoperability between SilkWorm fabric switches and Cisco enterprise DWDM products, which will enable SAN-to-SAN connectivity over high-speed MANs.

"We believe that each phase of the SAN market`s evolution represents a significant incremental opportunity for Brocade and that we are well- positioned to capitalize on this market opportunity. Our significant accomplishments this last quarter demonstrate our commitment to continuing to expand our leadership position as the storage area networking infrastructure of choice for today`s business," concluded Reyes.


Hier der komplette bericht:
http://news.stockmaster.com/display_news.asp?mode=news&doc_i…

Kurs:
http://www.stockmaster.com/exe/sm/chart?Symbol=BRCD&UPT=617

Interwiev mit CEO:
http://vuwin.on24.com/vuwindow/scripts/vuwin.asp?id=34697&ty…

Guido

[Marc Aurel]

Hi!
Ich habe schon im Januar (als Capt. Kirk) versucht, einen Brocade-Thread zu etablieren, aber kaum jemand wollte mit mir spielen - Gewinn seitdem 190%. Schön, daß die Aktie jetzt mehr Aufmerksamkeit findet. Pushen nicht erforderlich!
Viele Grüße,
Marc Aurel

[freetec]

bin auch schon eine weile dabei .. :o)

naja, informationen sind eher mangelware.. so finde ich zumindest.. die frage ist, wie lange die rasanten kursanstiege in der gesamten branche anhalten... alles hat irgendwann mal ein ende, leider

mfg freetec

[magoo]

Hallo,

Info´s Mangelware ???



Hier eine Aussage des CEO.

According to Reyes, the company`s market share grew another 7 percent this quarter. "We have 90 percent of the fabric market and 54 percent of the storage area infrastructure networking market."
WOW!! http://cbs.marketwatch.com/archive/20000816/news/current/brc…


Ferner gab es mehrere Upgrades, wobei ich so etwas nicht so interessant finde, da gerade Amerikanische-Analysten ihr Fähnchen immer in den Wind drehen.
Aber es gab EPS-Anhebungen für 2000,
von Bear Stearns auf 0,55 von 0,47 und GS auf 0,54 von 0,46.
Dies ist ziemlich ambitioniert und setzt ein sequentielles wachstum von ca. 40% voraus.
Nach 9 Monaten hat man 33 cent verdient, d.h. 22 cent müßten dazukommen.

Guido

P.S. Aber denkt an die 54% Marktanteil im SAN-Bereich.

[newyork]

18.08.2000
Brocade Kursziel 260 US-$
Salomon Smith Barney


Die Analysten der Investmentbank Salomon Smith Barney stufen die Aktie von Brocade (WKN 922590) weiterhin auf „Buy“ ein.

Brocade sei ein Anbieter von Infrastrukturlösungen für Speichernetzwerke. Das Unternehmen habe ein Ergebnis für das dritte Quartal bekannt gegeben, welches die Erwartungen der Experten übertroffen habe. Der Umsatz hätte sich gegenüber dem Vorjahresquartal um 357 Prozent und der Gewinn um 1146 Prozent erhöht.

Dem Anleger könne ein Engagement in den NASDAQ-Titel nahegelegt werden. Das Kursziel betrage 260 US-$.

[magoo]

Hallo,

gestern wurde das alte ATH bei 224,75 getestet, und erstmals schloß BRCd bei über 220$, nämlich bei 223,38.
Wir begannen den Tag bei 207$, entscheidend für den Anstieg dürfte die Spekulation um eine Nasdaq-100 Aufnahme wie bei JNPR gewesen sein.
Beide Firmen sind in etwa gleich groß und wachsen mit unglaublicher Geschwindigkeit.
JNPR ist etwas größer.

Guido

P.S. Diese Vermutung ist nachzuvollziehen auf RB.

[newyork]

CALLS auf Brocade Communications Systems, 922590

Anzahl: 3

Kurs Brocade Communications Systems am 13.09.2000 um 22:00 Uhr: 211.75
Sortierung
WKN Basispreis Fälligkeit Emittent Bezugsverhältnis Aufgeld p.a. Omega Implizite Volatilität (Mittelkurs)


Emittent WKN Basispreis Währung Fälligkeit Bez.-
Verh. Geld-
Kurs Brief-
Kurs Zeit Datum Aufgeld
p.a. Omega Implizite
Volatilität
(Mittelkurs)
Lehman Brothers 563536 350.000 USD 11.01.2002 0.0050 0.00 0.00 11:34 14.09.2000 N.A. N.A. N.A.
Lehman Brothers 563535 300.000 USD 11.01.2002 0.0050 0.00 0.00 11:34 14.09.2000 N.A. N.A. N.A.
Lehman Brothers 563534 250.000 USD 11.01.2002 0.0050 0.00 0.00 11:34 14.09.2000 N.A. N.A. N.A.

[newyork]

29.11. 22:31
Brocade - Zahlen + Split
--------------------------------------------------------------------------------


Das Unternehmen Brocade Communications veröffentlichte heute nachbörslich die Ergebnisse für das vierte Quartal und Gesamtjahr 2000.

So lag der Umsatz für das vierte Quartal bei 132,1 Mio. US-$ und stieg damit um 102 Mio. US-$ zum Vorjahreszeitraum. Dabei wurde ein Nettogewinn von 27,2 Mio. US-$ oder 0,22 US-$ pro Aktie erzielt, was einen Anstieg um 23,7 Mio. US-$ zum Vorjahr bedeutet. Analystenschätzungen gingen von einen Gewinn in Höhe von 0,20 US-$ je Aktie aus.

Für das Gesamtjahr betrug der Gewinn 67,9 Mio. US-$ oder 0,56 US-$ je Aktie bei einem Umsatz von 329 Mio. US-$. Im Jahr 1999 verzeichnete das Unternehmen noch einen Gewinn von 2,5 Mio. US-$ bei einem Umsatz in Höhe von 68,6 Mio. US-$.

Im vierten Quartal generierte Brocade 25,4 Mio. US-$ in bar, für das Jahr 2000 erzielte es 65,7 Mio. US-$ Barreserven und geht damit mit insgesamt 155 Mio. US-$ Barbestand in das nächste Geschäftsjahr.

Zugleich gab das Unternehmen einen 2:1 Split für den 22. Dezember 2000 bekannt.

[magoo]

Positiver "Barrons"-Artikel zu Brocade
von Ulf Heyden,www.net-business.de

Die Aktien von Brocade, Hersteller von Lösungen für Storage-Area-Network Lösungen (SAN), könnten am kommenden Dienstag an der Nasdaq stark gefragt sein. Das einflussreiche amerikanische Anlegermagazin hat in seiner neuesten Ausgabe einen positiven Artikel über Brocade verfasst.

Die in San Jose ansässige Firma habe das Jahr mit Rekordumsätzen abgeschlossen und dies bei einer Bruttomarge von 60 Prozent. Brocade bietet Komponenten für Netzwerkspeicherlösungen und profiert von der exponentiell steigenden Nachfrage von Firmen, Daten dezentral und mit schneller Zugriffsmöglichkeit zu speichern. Die Firma befindet sich in einem Umfeld mit den drei weiteren starken Netzwerkspeicher-Konkurrenten: EMC, Network Appliance und Veritas.

In dem "Barrons"-Artikel wird das IT-Magazin "Information Week" zitiert, wonach die Nachfrage nach Speicherlösungen für Firmen jährlich um 50 Prozent wachse. Andere Quellen gingen von bis zu 80 Prozent Wachstum aus.

Brocade hat eigenen Angaben zufolge im vierten Quartal seinen Anteil am us-amerikanischen SAN-Markt von 56 auf 60 Prozent gesteigert. Bei den Switches, dem am stärksten wachsenden Segment, hat die in 1995 gegründete Firma sogar einen Marktanteil von über 90 Prozent.

Trotz der Gewinnwarnungen im PC-Bereich habe sich der Aktienkurs von Brocade relativ gut gehalten. Der Wert wird immer noch mit dem 141-fachen des für 2001 erwarteten Gewinns gehandelt.

Das Magazin zitiert H. Clinton Vaughan, Analyst für Brocade bei Salomon Smith Barney, der mit Umsatzbewertungen argumentiert: Auf Basis der für das kommende Jahr erwarteten Gewinnraten werde Brocade im Moment mit einem für Hightech-Firmen geringen PEG gehandelt. Das "Price-to-Earnings Growth" entspricht dem auf das Gewinnwachstum bezogenen Kurs-Gewinn-Verhältnis. Das PEG läge bei Brocade bei 1,5. Dies sei relativ gering verglichen mit 3,7 bei Veritas, 2,8 bei Network Appliance und 2,5 bei EMC. Beim Kurs-Umsatz-Verhältnis ergebe sich ein anderes Bild. Dort wurde Brocade zuletzt mit dem gut 26-fachen des Umsatzes gehandelt, verglichen mit dem 13-fachen bei EMC, Veritas 24-fach und Network Appliance 17-fach.

Thomas W. Coler, Analyst bei Dain Rauscher Wessels, verteidigt die hohe Marktkapitalisierung von 20 Milliarden Dollar mit einem Vergleich zu der Entwicklung bei Cisco, deren Marktbewertung ebenfalls doppelt bis dreimal so hoch war, wie der Markt, den die Firma in dem betreffenden Jahr anvisierte.

Im Gegensatz zu anderen Silicon-Valley-Firmen, die Leute entlassen haben, beschäftigt Brocade zum Jahresende 750 Leute, im Vergleich zu 120 Angestellten am Jahresanfang.

So meint Chris McHugh, Fondmanager des Turner Midcap Growth Fund dass die Aktien auf dem jetzigen Preisniveau sehr attraktiv sei.

Während die Konkurrenten auf ihren Jahrestiefstständen gehandelt würden, stehe die Aktien von Brocade gut da. Mit knapp 92 US-Dollar notiert der Wert weit über seinem Jahrestief vom Januar bei 33 US-Dollar. Der Aktienkurs wurde am 22. Dezember im Verhältnis 2:1 gesplittet.
------------------------------------------------------------

Laut Börse Online, von der ich sonst nicht mehr alzu viel halte, schätzt Dataquest das Wachstum im SAN-Bereich bis 2003 auf jährlich 97% (!); BO Nr.3, S. 49 3.Spalte.


Hier nur mal schnell die Umsatzentwicklung der letzten 6 Quartale in Mio.$ mit dem jeweiligen Quartalszuwachs in %. (gerundet)

20,1=>30,1(50%)=>42,7(40%)=>62,1(45%)=>92,1(48%)=>132,1(43%)


Nun mache ich auch mal eine kleine Spielerei und sage BRCD wird in diesen 4 Quartalen jeweils um 35% wachsen; nur eine Rechengröße.
Ausgehend von den 132,1 Mio. im 4.Q ergibt sich folgendes Bild 178, 240, 324 und 438 Mio. insg. 1,18 Mrd.$, zu optimistisch, wir werden sehen.

Guido

P.S. Für mich ist BRCD langfristig auf alle Fälle ein Kauf, trotz der hohen Bewertung.
Für nicht ganz so nevenstarke sei gesagt, dass EMC am 23.1. Zahlen bekannt geben wird, sollten diese vom Markt schlecht aufgenommen werden geht es sicherlich auch mit BRCD ersteinmal bergab.
Investement ja, wann ist hier die Frage.

[magoo]

19.01.2001
Brocade zurückstellen
Nice*Letter


Brocade (WKN 922590) konnte im vergangenen Jahr eine eindrucksvolle Performance vorweisen, so die Analysten des Nice*Letter.

Gemessen am Tiefskurs habe der Kurs um knapp 200% zugelegt. Von Oktober bis Dezember sei zwar eine scharfe Korrektur erfolgt, die unter Ausbildung eines Trendkanals bis zur kardinalen Unterstützung bei 70 USD geführt habe. Ungeachtet dessen habe jedoch der Kurs danach unter hohen Umsätzen wieder nach oben abgedreht und sei bis zur oberen Begrenzung des Trendkanals vorgestoßen, die zur Zeit konform zur 50-Tage-Linie bei 95 USD verlaufe.

Jedoch sei der Kurs zuletzt wiederholt an einem Re-Break der 200-Tage-Linie gescheitert. Dies könne als negatives Signal gewertet werden, weil diese nun als Widerstand fungiere. Allerdings möchten die Analysten dazu anmerken, dass die Brocade-Aktie kein „Momentum-Monster“ im Klassischen Sinne sei. Aufgrund der angesprochenen Widerstände und der noch fallenden kurzfristigen Trendfolger würden die Analysten eher von einer weiteren Seitwärtsbewegung des Papieres in der Range 70 bis 100 USD ausgehen. Vor allem würde der im Chart gekennzeichneten Kreuzunterstützung bei 70 USD eine entscheidende Bedeutung zukommen. Anleger sollten diese auf jeden Fall beobachten, weil ein Durchbruch nach unten zu einer Umkehrung des mittelfristigen Trends führen könnte.

Nach Meinung der Analysten sollten Anleger eine Neupositionierung in dem Titel zumindest bis zu einem Re-Break der 200-Tage-Linie, mit sich daran anschließenden Verlassen des abwärts gerichteten Trendkanals, noch zurückstellen. Hierzu sei es nötig, dass sich der Kurs über 100 USD etablieren könne. Wenn dies gelingen sollte, dann seien praktisch bis zum Allzeithoch bei 133 USD keine bedeutenden Widerstände mehr vorhanden.


Hier der Chart dazu, viel läßt sich aus den bd. T-Linien aber nicht erfahren; braun 50, grün 200


uups, in der Vorschau gesehen, das ich die Linien nicht reinkopieren kann, also hier noch der Link.
http://www.stockmaster.com/exe/sm/chart?co=b&m=12&ci=I%3ASPX…

Guido



--------------------------------------------------------------------------------

[magoo]

Hallo,

heute nur 10% zurück.

Tuesday January 30 12:24 PM ET
Brocade Shares Fall Over 10 Percent

LOS ANGELES (Reuters) - Shares of network storage equipment maker Brocade Communications Systems Inc. (NasdaqNM:BRCD - news) fell more than 10 percent in midday Tuesday trade, after a Goldman Sachs analyst made cautionary statements on the stock in a morning call.

Goldman Sachs analyst Laura Conigliaro said the company was not likely to deliver the same upside surprises seen in the past, a Goldman spokesman confirmed to Reuters.

Brocade`s stock lost more than 10 percent to an intraday low of $94, before recovering a bit to trade at $94-5/8, down $10-3/16. Brocade was among the Nasdaq`s most active stocks.

Analysts and traders noted there was no other news in the market, and several block trades were executed shortly after the Goldman call.

Conigliaro made positive comments on Brocade, but said its stock price had reached high levels and noted a potentially slowing growth rate, the spokesman said.

Brocade makes equipment designed to improve data storage in computer systems and fiber channel switches.

The company is expected to report earnings on Feb. 21 for its quarter ending on Wednesday.

[magoo]

Hallo,

hier das was wir schon wußten

Brocade Q1 Fiscal Year 2001 Financial Results Webcast and Conference Call, February 21, 2001

PR Newswire
Monday February 5 8:22am

Brocade Communications Systems, Inc. (Brocade(R)) (Nasdaq: BRCD) will host a conference call and simultaneous webcast on Wednesday, February 21, 2001 at 1:30 p.m. pacific time to announce its first quarter fiscal year 2001 (Q1 FY01) results.

To participate in the financial results call, please pre-register by dialing 800-289-0579 (from outside the U.S. call 719-457-2550), confirmation code 515860. A dial-in number will be provided at time of pre-registration. The webcast can be viewed at www.brocade.com.

Additionally, for convenience, a replay of the financial results call can be accessed by dialing 719-457-2550, confirmation code 515860. This replay will be available through Wednesday, February 28, 5:00 p.m. pacific time.

When: Wednesday, February 21, 2001, 1:30 p.m. pacific time/4:30 p.m.
eastern time.

Earnings
Press
Release: Financial results will be released over PR Newswire after the
close of market on February 21. The results will also be
posted at www.brocade.com.

http://news.stockmaster.com/display_news.asp?mode=news&doc_i…

Zum Zweiten.

Sun and Brocade Announce Qualification of Brocade SAN Infrastructure With Sun StorEdge(TM) Arrays

PR Newswire
Tuesday February 6 8:22am

Sun Professional Services Implements Brocade Switches in SAN Integration Solutions

PALO ALTO, Calif., and SAN JOSE, Calif., Feb. 6 /PRNewswire/ -- Sun Microsystems, Inc., (Nasdaq: SUNW) and Brocade Communications Systems, Inc. (Brocade(R)) (Nasdaq: BRCD), a leading provider of Storage Area Networking infrastructure, today announced qualification of the Brocade SilkWorm(R) family of Fibre Channel fabric switches for interoperability with Sun StorEdge(TM) T3 and A5200 arrays and Sun Enterprise(TM) and workgroup server configurations. To facilitate the qualification process, both companies set up interoperability labs and conducted extensive testing of the Brocade switches with various Sun server and storage configurations.

Sun Professional Services can deliver Brocade Fibre Channel fabric switches as part of its complete storage area network (SAN) integration solutions. These end-to-end solutions include SAN architectures, implementation including installation of the switches, and integration with Sun server and storage configurations. In addition, Brocade will develop a Jiro(TM) technology management facade to the Brocade Fabric Access layer, which will enable management of Brocade-based SANs through Sun Jiro technology-based management tools.

Jiro technology, an enabler of next generation storage networks, allows customers to gain interoperability benefits with simplified management. Also, Sun will become a Brocade Fabric Access(TM) Partner, which will provide Sun with access to the value-added features of the Brocade Fabric Operating System (Fabric OS(TM)), an intelligent distributed operating system for Brocade-based SANs.

"Joint interoperability testing and qualification of Brocade switches with Sun StorEdge arrays fits perfectly with Sun`s strategy for delivering end-to-end solutions," said Janpieter Scheerder, executive vice president for Sun Network Storage. "At the same time, both Sun and Brocade are demonstrating our commitment to open standards, which will provide our customers with best- of-breed solutions in their open storage networks."

"We are pleased to work with Sun to qualify Brocade SAN infrastructure in Sun SAN solutions," said Greg Reyes, Brocade president and CEO. "By providing a Jiro technology management facade to our SAN infrastructure, we will further extend the interoperability of Brocade-based SANs and Jiro technology enabled products from Sun and other providers."

Jiro technology is an open, freely available set of APIs based on the Java(TM) 2 platform that provides developers with an infrastructure for building interoperable end-to-end storage management solutions for heterogeneous environments. Jiro technology was developed through an industry-wide initiative with the goal of delivering technology that enables true integration and platform-independence for the management of storage, servers, applications and devices on networks. For more information, please visit www.sun.com/jiro.

About Brocade Communications Systems, Inc.

Brocade is the leading provider of Storage Area Networking infrastructure. The Brocade SilkWorm(R) family of Fibre Channel switches and software is designed to optimize data availability in the storage enterprise. Using Brocade solutions, companies can simplify the implementation of Storage Area Networks (SANs), reduce the total cost of ownership of data storage environments, and improve network and application efficiency and performance.

Brocade is committed to maintaining open, standards-based solutions. Leading systems, applications, and storage vendors have selected Brocade to provide a networking foundation for their SAN solutions, including Amdahl, ATL, CNT, Compaq Computer, Data General, Dell Computer, Dot Hill, EMC Corporation, Fujitsu, Ltd., Fujitsu Siemens Computers, Groupe Bull, HP, IBM, Intergraph Computer Systems, MTI Technology Corp., NCR, NEC, Network Appliance, SGI, StorageTek, Sun Microsystems, and Unisys. In addition, Brocade counts industry leaders ADVA Optical Networking, BMC Software, Cisco Systems, Computer Associates, Emulex, Highground Systems, Hitachi Data Systems Inc., JNI Corporation, Legato, LSI Logic, ONI Systems, StorageNetworks, Tivoli Systems and VERITAS Software among its strategic partners. For more information, visit the Brocade website at www.Brocade.com or contact the company at [e-mail].

About Sun Network Storage

Sun Network Storage was formed by Sun Microsystems in July 1998 and is a recognized multi-billion dollar industry leader in the UNIX(R) and open systems storage market. Sun is changing the rules in network storage by delivering software and hardware written to an open network architecture. Sun`s commitment to standards enables timely availability of new technology, investment protection for existing technology, and a thriving partner community. The comprehensive Sun StorEdge family of products enables customers to match storage to the application while providing scalable capacity and performance in a "pay-as-you-grow" architecture.

About Sun Microsystems, Inc.

Since its inception in 1982, a singular vision -- The Network Is The Computer(TM) -- has propelled Sun Microsystems, Inc. to its position as a leading provider of industrial-strength hardware, software and services that power the Internet and allow companies worldwide to dot-com their businesses. With $17.6 billion in annual revenues, Sun can be found in more than 170 countries and on the World Wide Web at http://sun.com .

NOTE: Sun, Sun Microsystems, the Sun logo, Sun Enterprise, Sun StorEdge, Java, Jiro, and The Network Is The Computer is the Computer are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries. UNIX is a registered trademark in the United States and other countries, exclusively licensed through X/Open Company Ltd.

BROCADE, SilkWorm, SilkWorm Express, Extended Fabrics, Fabric Aware, Fabric Integrator, Fabric OS, Fabric Watch, Fabric Weaver, and QuickLoop are trademarks or registered trademarks of Brocade Communications Systems Inc., in the United States and/or in other countries. All other brands, products, or service names are or may be trademarks or service marks of, and are used to identify, products or services of their respective owners.

Source: Brocade Communications Systems, Inc.
Contact: Kelley MacMaster, 408-501-8777, or [e-mail], or investors, Bill Murphy, 408-487-8022, or [e-mail], both of Brocade Communications Systems, Inc.; or Timothy Johnson of Voce Communications, 650-322-5575, or [e-mail], for Brocade Communications Systems, Inc.; or media, Suzanne Eaton of Sun Microsystems, Inc., 510-574-9747, or [e-mail]; or Corey Oiesen of Dovetail Public Relations, 408-395-3600, or [e-mail], for Sun Microsystems, Inc.


Source: PR Newswire

http://news.stockmaster.com/display_news.asp?mode=news&doc_i…

Ich möchte Euch auch noch zwei OS näherbringen.

WKN 601987 , Basis 90 USD, LZ 15.08.2001,Aufgeld in% 28, Omega 3,2, Hebel 5
WKN 601988, Basis 100 USD, LZ 15.08.2001, Aufgeld in% 33, Omega 3,8, Hebel 6,5

Es gibt die LZ auch bis zum 15.5.2002, dann 691991, 691992 und Basis 110 USD dann 691993.
Wer pokern will kann jetzt rein o. evtl. nach CSCO-Zahlen.

Gruß Guido

[magoo]

Hallo,

habe mich eben schon über den leicht anziehenden Kurs gewundert, hier die Antwort.
Mit einen Angagement bitte noch auf die Reaktion der CSCO-Zahlen warten.

Brocade Communications Systems, Inc. to Join the Nasdaq-100 Index Beginning February 13, 2001

PR Newswire
Wednesday February 7 7:30am

WASHINGTON, Feb. 7 /PRNewswire/ -- Brocade Communications Systems, Inc. (Brocade(R)) (Nasdaq: BRCD), of San Jose, California, will become a component of the Nasdaq-100 Index(R), effective at the beginning of trading Tuesday, February 13, 2001. Brocade will also be included in the Nasdaq-100 Index Tracking Stock(SM) (Amex: QQQ). Brocade will replace SDL, Inc. (SDLI), which is being acquired by JDS Uniphase Corporation.

Brocade is a leading provider of Storage Area Networking infrastructure. Using the Brocade SilkWorm(R) family of Fibre Channel fabric switches and software, companies can connect servers with storage devices through a Storage Area Network (SAN), creating a highly reliable and scalable environment for storage applications.

The Nasdaq-100 Index, launched in January 1985, has risen over 24 percent in the past two years, although past performance is not necessarily indicative of future performance and Index performance does not represent the performance of the Nasdaq-100 Index Tracking Stock. The Nasdaq-100 Index Tracking Stock represents ownership in the Nasdaq-100 Trust. The Trust holds a portfolio of equity securities that compose the Nasdaq-100 Index and aims to provide investment results that generally correspond with its performance.

The Nasdaq Stock Market lists nearly 5,000 companies, has the largest dollar volume of trades of any financial market, and trades more shares per day than any other U.S. market. Current market capitalization is more than $4 trillion. Nasdaq is a subsidiary of the NASD, the largest securities- industry, self-regulatory organization in the United States. For more information about Nasdaq, visit the Nasdaq Web site at http://www.nasdaq.com or the Nasdaq Newsroom(SM) at http://www.nasdaqnews.com .

The Trustee for the Nasdaq-100 Trust is required to adjust the composition of the Trust within 3 business days of the effective date of a change to the composition of the Nasdaq-100 Index.

While there is no assurance that the performance of the Nasdaq-100 Index can be fully matched, Nasdaq-100 Shares are designed to provide investment results that generally correspond to the performance of the Nasdaq-100 Index.

For more complete information about Nasdaq-100 Shares, including charges, expenses and potential risks, obtain a prospectus from your broker, or call 800-843-2639 or visit our Web site at http://www.nasdaq-100.com . Read it carefully before you invest.

The sponsor of the Nasdaq-100 Trust(SM), a unit investment trust, is Nasdaq Investment Product Services, Inc. ("NIPS"), a wholly owned subsidiary of The Nasdaq Stock Market, Inc. ("Nasdaq," and collectively with its affiliates except NIPS, the `Corporations"). ALPS Mutual Funds Services, Inc. a registered broker-dealer, is distributor for the Trust. Investment returns and principal value will fluctuate so that an investor`s shares, when redeemed or sold, may be worth more or less than the original cost.

"Nasdaq" and related marks are trademarks or service marks of Nasdaq and have been licensed for use for certain purposes by NIPS. The Nasdaq-100 Index is composed and calculated by Nasdaq without regard to Nasdaq-100 Shares. The Corporations make no warranty, express or implied, and bear no liability with respect to Nasdaq-100 Shares. The Corporations and NIPS make no warranty, express or implied, and bear no liability with respect to the Nasdaq-100 Index, its use or any data included therein.

Source: Nasdaq Stock Market
Contact: Wayne Lee of Nasdaq Stock Market, 202-728-8067; or Investors: Bill Murphy, 408-487-8022, [e-mail], or Media: Fenella Tigner, 408-392-6843, [e-mail], both of Brocade Communications Systems, Inc.


Guido

[magoo]

Hi,

z.Z.
relativ günstige Kennzahlen.
http://optionsscheine1.onvista.de/cgi-bin/os-kennzahlen.mpl?…

Guido

P.S. Zur Kontrolle in ein paar Tagen o. Monaten, Brief 0,63€

[magoo]

Hallo nochmals,

wenn andere von Margenschwund sprechen hier nochmals ein Ausschnitt aus dem letzten Q-Zahlen.
Die Kernaussage ist unterstrichen!

Home > News
2000 Press Releases
2000 | 1999 | Presseinformationen (Deutsch)


Net income for Q4 00 was $27.2 million, a $23.7 million improvement over the same quarter a year ago. For FY 00, net income was $67.9 million, up from the $2.5 million for FY 99. Diluted net income per share for Q4 00 was $0.22, a $0.19 improvement over the same quarter a year ago. For FY 00, diluted earnings per share were $0.56, up from the $0.02 reported in FY 99.

Operating income as a percentage of net revenues in Q4 00 increased to 26.6 percent of revenues, up from 26.1 percent in Q3 00. This marks the sixth consecutive quarter of increasing operating income as a percentage of revenues.

In Q4 00 Brocade generated $25.4 million in cash after purchasing $19.7 in capital equipment and making $5.3 million in minority investments. For FY 00, Brocade generated $65.7 million in cash, after investing $40.7 million in capital equipment and making $14.3 million in minority equity investments. Brocade enters fiscal year 2001 with $155.0 million in cash.


Guido

[magoo]

Mal wieder zu schnell.

Der Link dazu http://www.brocade.com/news_events/announce_notseen.html?pha…

Guido

[magoo]

Ähem,

nicht so optimal zur Zeit.
Heute kriegen alle SAN´s eins auf die Mütze, ob gerechtfertigt wird sich spätestens beim Ergebnis und am Forecast von BRCD entscheiden.




Monday February 12, 3:27 pm Eastern Time
U.S. Options-QLogic vols up as stock drops
CHICAGO, Feb 12 (Reuters) - Implied volatility in options of QLogic Corp. (NasdaqNM:QLGC - news), a maker of storage area network infrastructure equipment, was high on Monday as the stock dropped sharply after its rival Emulex Corp. (NasdaqNM:EMLX - news) softened its outlook.

Late Friday afternoon, high-speed data-storage network equipment maker Emulex said some customers were deferring orders and, should those deferrals continue to mount, it would not meet Wall Street`s revenue and earnings forecasts for its fiscal third quarter.

The sell-off in Emulex spilled over to its rivals as shares of QLogic Corp. and Brocade Communications Systems Inc. (NasdaqNM:BRCD - news) joined Emulex near the top of Nasdaq`s net losers list. EMC Corp. (NYSE:EMC - news), the No. 1 data storage company, was off $3.94 to $52.46 on the New York Stock Exchange.

Early Monday afternoon, QLogic shares skidded $16-1/4 to $52-1/8 after reaching a low of $45-1/2.

Options traders added new strikes in the deferred options contracts because of Monday`s drop in the underlying stock price.

``We had to add 45, 50 and 55 strikes in everything but February because it is expiration week,`` said a market maker with Wolverine on the Chicago Board Options Exchange.

February options go off the board on Friday.

The trader noted the implied volatility for the March 55 series stood at 135 percent, up about 15 percentage points, a line equivalent to the March 60 strikes before the drop in the stock.

Options activity was varied as some market participants rolled from their February positions into March.

The trader also noted the March 55 line ``was probably the most active series`` with customers buying both calls and puts.

The call buying was partly fueled by speculation the stock may rebound from the 55 level, the trader said. ``At the same time, you have people who are short calls and are buying back in.``

Options volume picked up as about 7,593 calls and 3,595 puts changed hands combined on Monday across the four U.S. options exchanges, according to Track Data.

Track Data`s total option tally for Friday reached 4,110 contracts versus 3,743 contracts on Thursday.
http://biz.yahoo.com/rf/010212/n12509829_2.html



Brocade Dragged Down With Other Storage Names
By Chris Frankie
Editorial Assistant
2/12/01 12:51 PM ET

-
Brocade Communications (BRCD:Nasdaq - news) was hit hard in today`s trading session, as investors punished data storage companies following news of a slowdown at Emulex (EMLX:Nasdaq - news) and a downgrade of QLogic (QLGC:Nasdaq - news).

Shares of Brocade dropped $12.88, or 17.3%, to $61.44 in recent Nasdaq trading. J.P. Morgan Chase slashed its target price for Brocade to $85 from $125, citing decelerating top and bottom lines. The firm said in a report that the quarter looks fair, but added that it expects "guidance and comments on visibility to be less bullish than previous quarters."
http://www.thestreet.com/_yahoo/tech/hardware/1302100.html

[magoo]

Jau,

das ging ja leider nochmals richtig abwärts.

Bin gespannt auf die nächsten Zehn Tage.
Anhand der Aussagen vom CEO gehe ich persönlich von einer sehr positiven Überaschung des vergangenen Quartals aus.
Wie allerdings der Zukunftsausblick sein wird, wird wohl der entscheidende Faktor sein.
Bis jetzt sieht alles sehr gut aus, der CEO sagte aber das es unvorhergesehen aber auch Schwächen geben könne.(sinngemäß)



Brocade trumpets R&D


By Janet Haney, CBS.MarketWatch.com
Last Update: 1:31 PM ET Feb 14, 2001

Newswatch
Latest Headlines
Get Alerted


SAN FRANCISCO (CBS.MW) -- Brocade is out investing its closest competitor in research and development by 100 percent, CEO Greg Reyes said Wednesday.
The San Jose, Calif.-based company, which makes fiber channel switches and related software for storage area networks, competes with, among others, Emulex and QLogic.

Speaking at the Robertson Stephens Tech 2001 conference in San Francisco, Reyes also said Brocade has a 90 percent market share in fiber channel fabric switches and 60 percent market share in the SAN architecture sector.

He also pointed out that Brocade (BRCD: news, msgs) shipped 750,000 ports in the last 12 months.
http://www2.marketwatch.com/news/yhoo/story.asp?source=blq/y…

----------

Tech Stocks : Hardware & PCs


Robbie Stephens Conference: Brocade Sees Big Opportunities, but Offers Little of What Investors Want
By Dan Colarusso
Associate Editor
2/14/01 1:27 PM ET

SAN FRANCISCO -- After seeing his company`s stock banged around for a couple of days, Brocade (BRCD:Nasdaq - news) Chief Financial Officer Michael Byrd spent most of his presentation at the Roberson Stephens Technology 2001 Conference here Wednesday highlighting the joys of storage-area networks.

Related Stories

Goldman Conference: Brocade Does Little to Reassure Investors
Emulex Will Have to Wait for New Orders From EMC

Addressing a crowd of investors that couldn`t be fully contained by one of the larger ballrooms at the Palace Hotel, Byrd said Brocade sees tremendous growth opportunities in the storage-area network business, especially after cementing a pact with Cisco (CSCO:Nasdaq - news) to develop inter-network storage-area networks. Brocade makes fibre-channel switches that connect storage-area networks to one another.



Still, at a breakout session after the company`s presentation, investors prodded Byrd on the company`s health. The stock was hit after Emulex (EMLX:Nasdaq - news) disclosed Friday that some customers were pushing back orders.

But Brocade said little more than it did Tuesday at the Goldman Sachs Technology Investment Symposium. "The concerns are about economic conditions, not the competition," Byrd said. He added that the company was going to make "massive" investments in sales efforts and technology. And he said rumors last week of Brocade product delays were false.

http://www.thestreet.com/_yahoo/tech/hardware/1306238.html
----------
Wednesday February 14, 1:18 pm Eastern Time
Brocade says computer data business strong
SAN FRANCISCO, Feb 14 (Reuters) - Brocade Communications Systems Inc.(NasdaqNM:BRCD - news), which makes switches that tie together computer data storage networks, is doing good business despite its own concerns about the economy, the chief executive said on Wednesday.

``The Brocade funnel has never been fuller, but I think there is cause for concern based on conflicting data points in the market place,`` CEO Greg Reyes told investors at a conference.

``We didn`t lose a single piece of business last quarter, so I think we are going to continue to gain market share, as we have in the past ... (but) I think there is room for caution in this economy.``

Major firms were building storage area networks, or SANs, and using Brocade switches to do so, as storage management moved to the top of information technology department budgets over the last six months, Reyes said.

``We saw SAN projects move to mainstream projects as part of the overall IT budget.``

Shares of Brocade were hit with those of other storage equipment makers after Emulex Corp. (NasdaqNM:EMLX - news), which makes hubs that are also part of storage area network infrastructure, said last week that some customers had delayed back orders and that more such delays would lead Emulex to miss earnings and revenue targets.

``I would put that in the category of a conflicting data point we are trying to get our arms around,`` Reyes said.

Brocade will introduce new products with administrative and security features in the fall, which will ``massively raise the bar, not just on switching front,`` Reyes told the conference, hosted by Robertson Stephens investment bank.

http://biz.yahoo.com/rf/010214/n1457175_2.html

-----------
Wednesday February 14, 8:22 am Eastern Time
Press Release
SOURCE: Brocade Communications Systems, Inc.
Brocade Expands Systems Integration Channel With Addition of 16 New Fabric Integrators
SAN JOSE, Calif., Feb. 14 /PRNewswire/ -- Brocade Communications Systems, Inc. (Nasdaq: BRCD - news; Brocade®), the leading provider of Storage Area Networking infrastructure, announced today the expansion of its systems integration channel with the addition of 16 additional Brocade Fabric Integrators. The newly authorized systems integrators include AMC Corporation; BL Trading, Inc.; Computer Images, Inc.; D-Tech Corp.; eServ, LLC; Grass Valley Group; Great Northern Consulting Services; IC System Solutions; Integrated Mass Storage Systems; Maryville Technologies; NET Source, Inc.; Perfect Order Manufacturing; Raid, Inc.; Safeguard Global Service; Star Solutions, LLC; and Technology Exchange, Inc. Brocade Fabric Integrators are authorized to sell and support the Brocade SilkWorm® family of Fibre Channel fabric switches and software, which provides the world`s leading networking foundation for Storage Area Networks (SANs). Using Brocade SilkWorm switches, customers can connect servers with storage devices through a SAN, creating a highly reliable and scalable environment for storage applications.

``We are pleased to welcome these leading systems integrators to the Brocade Fabric Integrator Program,`` said Jack Cuthbert, Brocade vice president of Worldwide Sales, Marketing, and Support Services. ``Today`s SAN customers require interoperable storage solutions that can leverage technology from multiple vendors to achieve a best-of-breed solution. Brocade Fabric Integrators are trained to implement SANs on a reliable and scalable foundation of Brocade-based infrastructure, enabling today`s enterprises to deploy information storage solutions that keep pace with the exponential growth of information.``

The Brocade Fabric Integrator Program

The Brocade Fabric Integrator Program is open to qualified systems integrators that are committed to investing in the deployment of SAN solutions. As part of the authorization process, systems integrators receive in-depth technical training on Brocade products and comprehensive training on advanced SAN configuration and integration. For more information on becoming a Brocade Fabric Integrator, please contact Brocade Channel Marketing at [e-mail].

Other benefits of the Brocade Fabric Integrator Program include co-operative marketing programs, sales training and support from Brocade technical experts, as well as access to Brocade SOLUTIONware(TM). The Brocade SOLUTIONware library helps reduce the learning curve for SANs and significantly decrease SAN deployment time. Based on months of intensive testing and integration, each SOLUTIONware guide provides step-by-step instructions on how to integrate and configure a wide range of devices with Brocade Fibre Channel switches into a discrete SAN solution. For more information on Brocade SOLUTIONware, please visit http://www.brocade.com/SAN/sansolutions.html.

About Brocade Communications Systems, Inc.

Brocade is the leading provider of Storage Area Networking infrastructure. The Brocade SilkWorm family of Fibre Channel switches and software is designed to optimize data availability in the storage enterprise. Using Brocade solutions, companies can simplify the implementation of Storage Area Networks, reduce the total cost of ownership of data storage environments, and improve network and application efficiency and performance.

Brocade is committed to maintaining open, standards-based solutions. Leading systems, applications, and storage vendors have selected Brocade to provide a networking foundation for their SAN solutions, including Amdahl, ATL, CNT, Compaq Computer, Dell Computer, Dot Hill Systems, EMC Corporation, Fujitsu, Ltd., Fujitsu Siemens Computers, Groupe Bull, HP, IBM, Intergraph Computer Systems, MTI Technology Corp., NCR, NEC, Network Appliance, SGI, StorageTek, Sun Microsystems, and Unisys. In addition, Brocade counts industry leaders ADVA Optical Networking, BMC Software, Cisco Systems, Computer Associates, Emulex, HighGround Systems, Hitachi Data Systems Inc., JNI Corporation, Legato, LSI Logic, ONI Systems, StorageNetworks, Tivoli Systems, and VERITAS Software among its strategic partners. For more information, visit the Brocade website at www.brocade.com or contact the company at [e-mail].

NOTE: Brocade, SilkWorm, SilkWorm Express, Extended Fabrics, Fabric Aware, Fabric Integrator, Fabric OS, Fabric Threads, Fabric Watch, Fabric Weaver, and QuickLoop are trademarks or registered trademarks of Brocade Communications Systems Inc., in the United States and/or in other countries. All other brands, products, or service names are or may be trademarks or service marks of, and are used to identify, products or services of their respective owners.

SOURCE: Brocade Communications Systems, Inc.

http://biz.yahoo.com/prnews/010214/ca_brocade.html

[gotoweb]

Mein Tip: Jetzt KAUFEN !!!


Aktueller Kurs: EUR 58,00 (16.2.01)

Ich wette, dass am 21. Februar geniale Zahlen kommen.

Brocade Q1 2001 Earnings Results
Date: February 21, 2001
Time: 1:30 p.m. Pacific Time

Fakten:
- Neuaufnahme in NASDAQ 100
- 16.02.2001 "Strong Buy" (Morgan Stanley Dean Witter)
- CEO optimistisch für das nächste Quartal.

[magoo]

February 16, 2001 4:33pm

WEEK AHEAD: Brocade, Intuit earnings on deck

By Larry Barrett ZDII


After enduring a stream of disappointing earnings from bellwethers, technology investors are looking forward to better news from a handful of smaller companies such as Brocade, Intuit and Autodesk next week.

For the week, the Dow Jones industrial average managed to gain 18 points to 10,799.01, while the Nasdaq composite shed 45 points to finish at 2,425.05.

Stocks gained ground initially following Federal Reserve Chairman Alan Greenspan`s testimony before a Senate Banking Committee. While Greenspan reiterated his concerns about the slowing economy, he said the U.S. economy wasn`t in a recession--at least not yet.

"Some people were disappointed that Greenspan did cite some signs of strength in the economy," said Ned Riley, chief investment strategist at State Street Global Advisors. "They saw it as an indication that maybe we aren`t on a path to recession and that monetary policy might be applied more gradually than some had factored into the price of stocks."

Investors will also be paying close attention to the developments in Iraq over the three-day weekend after U.S. warplanes bombed five Iraqi military sites in what President Bush called a "routine mission" to protect American and British patrol aircraft enforcing the "no-fly zone" over Southern Iraq.

Back in March 1999 when the United States commenced bombing missions in Bosnia, the stock market had little reaction to the uncertainty overseas.

Plenty of investors had to run for cover this week after several blue-chip tech firms dropped some of their own bombs.

Following a disastrous profit warning from Nortel Networks (NYSE: NT) and disappointing earnings and guidance from Dell Computer (Nasdaq: DELL) and Hewlett-Packard (NYSE: HWP), tech investors can only hope next week`s batch will turn the tide.


Brocade Communications (Nasdaq: BRCD)
Analysts are expecting a profit of 12 cents a share in its fourth quarter on sales of $162.2 million.

Wit SoundView analyst Glen Ingalls named Brocade as his best short-term pick last week when the stock was trading at $74 a whack. Trading around $54 a share, the stock`s been pounded in recent weeks, plunging from a high of $123 a share back in October.

Last quarter, Brocade raked in $27.2 million, or 22 cents a share, on sales of $132.1 million. It also set a 2-for-1 stock split.


Brocade is forecast to earn 62 cents a share in the fiscal year on sales of $829.8 million.

"The SAN market still has a long way to grow," Ingalls said last week. "Brocade`s the best-positioned company in this group and is growing at an astronomical rate. It holds a dominant share position and is actually setting prices in this market."
http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE507…

Let´s see.

[erfg]

Hallo,

tja, ich würde sagen, die Party ist erst mal vorbei!

BRCD nachbörslich -20%, SUN -10%, EMC -14% -das macht Freude!

Auf bessere Zeiten hoffend!

Gruß Gerd

[magoo]

Tja,

hat mich auch schön zerissen mit meinen OS.
Das gehört aber dazu.
Hier die ´neuesten´Meldungen.
http://www.brocade.com/news_events/announce2001_notseen.html…

Brocade Announces Preliminary Q2 01 Financial Results

SAN JOSE, Calif.—April 20, 2001—Brocade Communications Systems, Inc. (Brocade®) (Nasdaq: BRCD) announced today preliminary results for the second quarter of fiscal 2001. Brocade expects to report total net revenue for the second quarter of fiscal 2001 (Q2 01) that will be approximately 30 percent less than the net revenue reported in the first quarter of fiscal 2001 (Q1 01). Diluted net income per share for Q2 01 is expected to be in the range of $0.05-$0.06 per share. During the second quarter, Brocade expects that gross margins will remain in the 60 percent range and will continue at those levels for the next several quarters. Additionally, Brocade expects that DSOs will be within the target range of 50 to 60 days.

Brocade will host a live a conference call today at 6:00 am Pacific Time to discuss the preliminary financial results. To listen to the call, dial [phone], or connect via the Brocade web site at www.brocade.com. A replay of the conference call will be available following the call. Details on the replay are available at www.brocade.com. Brocade plans to announce complete second quarter results on May 15, 2001 at 1:00 pm Pacific Time.

“We are sober about the affect that the economy has had on the enterprise technology marketplace and on our short-term business outlook. We are committed to doing what is right for the business and will continue to invest in engineering resources and quota-carrying sales personnel at a rate that will continue to outpace our competitors. We believe that our long-term prospects and competitive position in delivering the world’s leading intelligent platform for networking storage have never been stronger. As enterprise capital spending continues to thaw, we are well positioned for growth in the latter part of fiscal 2001 and we expect our year-over-year revenue growth will be approximately 58 percent,” said Greg Reyes, Brocade President and CEO.



Um aber nicht immer mit Scheuklappen umherzulaufen, schaut Euch auch mal McDATA an, Körschgen hat einen netten Thread dazu eröffnet.

Gruß Guido

P.S. BRCD bleibt trotzdem mein LT-Favorit