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Blogs about BRCD

Blogs	Description	Date Updated
Brocade (BRCD) wheeling and dealing	Filed under: Deals, Technology, NASDAQMinyanville Professor Sean Udall dares to share the kind of keen insight and actionable information you won't find in any prospectus. For more original thought, visit www.minyanville.com. The Brocade Communications (NASDAQ: BRCD) deal is interesting for a couple reasons. First of all -- hey it's a deal. So yes, deals can still get done, even in this market. Second, and more importantly, BRCD is paying $3 billion or almost exactly three times the cash and in...	July 22, 2008
Analyst downgrades: TXN, SNDK and BRCD	Filed under: Analyst upgrades and downgrades, Texas Instruments (TXN), Gilead Sciences (GILD), SanDisk Corp (SNDK)MOST NOTEWORTHY: Texas Instruments, SanDisk and Brocade were today's noteworthy downgrades: Merrill Lynch downgraded shares of Texas Instruments (NYSE: TXN) to Neutral from Buy after the company reported lower-than-expected Q3 results due to concerns regarding elevated inventory levels and rising raw material and labor costs. Merrill lowered their target to $27 from $32. ...	July 22, 2008
Analyst upgrades: PETS, MSPDD and QLGC	Filed under: Analyst upgrades and downgradesMOST NOTEWORTHY: PetMed Express, Mindspeed and QLogic were today's noteworthy upgrades: Piper upgraded shares of PetMed Express (NASDAQ: PETS) to Neutral from Sell after the company's Q1 results topped estimates on strong new customer growth. Piper raised their target to $14 from $11. Oppenheimer raised Mindspeed (NASDAQ: MSPDD) to Outperform from Perform following the Q3 results, as they believe the company is hitting its stride in VoIP a...	July 22, 2008
Brocade and Foundry switch on a $2.9 billion deal	Filed under: Deals, Cisco Systems (CSCO)Foundry Networks, Inc. (NASDAQ: FDRY), which builds networking technologies, went public in 1999. With the Internet surge, the stock price went over $200.Of course, that was a temporary thing. Since then, Foundry's shareholders have suffered.However, this week they got some cheery news. Foundry agreed to sell out to Brocade (NASDAQ: BRCD). The deal comes to about $2.91 billion in a combination of cash and stock. Essentially, the deal blends some key techno...	July 22, 2008
Brocade Spreads Its Wings With Foundry Buyout (BRCD, FDRY, CSCO, JNPR)	Brocade Communications Systems Inc. (NASDAQ: BRCD) has announced an agreement to acquire Foundry Networks, Inc. (NASDAQ: FDRY). Brocade will pay a combination... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	July 21, 2008
Friday's Upgrades and Downgrades	UpgradesYahoo! (YHOO)- Collins Stewart Sell » Hold Enerplus Res Fd Trust (ERF)- UBS Neutral » Buy Harvest Energy Trust (HTE)- UBS Neutral » Buy Temple-Inland (TIN)- Longbow Neutral » Buy Packaging Corp (PKG)- Longbow Neutral » Buy SanDisk (SNDK)- Needham Hold » Buy Sina (SINA)- Kaufman Bros Hold » Buy TNS Inc (TNS)- Sun Trust Rbsn Humphrey Neutral » Buy Sina (SINA)- Citigroup Hold » Buy TeleTech (TTEC)- RBC Capital Mkts Underperform » Sector Perf...	May 16, 2008
Brocade Slips; RBC Sees Shortfall On FY ‘08 Rev Guidance	Brocade (BRCD) shares are slower today after cautious comments on the company’s earnings outlook from RBC Capital analyst David Cahill. Cahill today said that the company is seeing “a softer than normal contribution from the switch business and a slower than anticipated ramp of the current mainframe upgrade cycle.” Cahill notes that the company previously forecast revenue for the April quarter of $340 million to $355 million and non-GAAP EPS of 13-15 cents. Cahill cut his reven...	April 09, 2008
Beginning of the Second Quarter Portfolio Reshaping	Well, it’s that time again. Time to make a few portfolio swaps. At present I have two placeholder securities, the industrial Spider, and the technology Spider. Those will go, and I may sell one more security, but that’s it. I will use the proceeds to buy 2-4 positions, so that I will end with 34-35 positions. When I run across an idea between quarters, I write it down on a sheet and wait for the next reshaping. Well, here is the list of tickers I came across over the last 3 mon...	April 09, 2008
Brocade Shares Jump On In-Line Forecast	Shares of data storage networking equipment vendor Brocade Communications Systems (BRCD) are sharply higher this morning after the company last night reported first quarter sales in the quarter ended January 26 that were slightly below expectations, at $347.8 million, versus analysts’ estimates of $352 million, and profit that was a penny better than expected, at 16 cents versus 14 cents per share. The company’s forecast for the current quarter ending in April was in line with fore...	February 15, 2008
Jim Cramer's Mad Mail	A mailer bought Brocade Communications Systems Inc. (BRCD) on a recommendation by Cramer and now with nothing changing he is no longer bullish. The mailer said he is starting to sound like a woman. Cramer said BRCD blew the quarter, he was bullish on the thought that they would report a breakout quarter, and since he was wrong he changed his orientation to reflect the miss. The next mailer told Cramer he threw like a girl in reference to the egg toss on Monday night. Another talking about thi...	February 12, 2008

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