Monday, May 20, 2013

As Brocade (Nasdaq:BRCD) struggles to go anywhere, new management realizes that the company can't simply operate as it always has. But a new direction isn't particularly helpful if it is the wrong one, and I have real doubts about the company doubling-down and looking to compete with Cisco (Nasdaq:CSCO) in markets like data centers. While expectations for Brocade are shockingly low, it's hard to see this stock going anywhere without a real improvement in sales growth.

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http://www.investopedia.com/stock-analysis/051713/brocades-uncertain-new-direction-brcd-csco-jnpr-vmw.aspx
20 May 2013

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