With networking equipment company Brocade (BRCD), it's always something. Although this small-tech company still holds an attractive market share in storage networking, the inconsistencies and execution issues in the ethernet business continue to limit the upside. While this remains a stock with significant long-term potential, investors buying in today have to have a lot of faith in a management team that doesn't necessarily deserve it.
Surprising Solid Results In A Challenging Quarter
This was not a great quarter for Cisco (CSCO), Juniper (JNPR), or Hewlett-Packard (HPQ), but Brocade did respectably well. Sequential growth of 2% was enough to drive a beat versus Wall Street analysts.
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Ongoing Execution Inconsistency Clouds Brocade's Prospects
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