Rumor is Dell will buy Brocade. That would be a mistake. RDWR is much more strategic in the data center and Web Services. Thoughts?
No it is not...BRCD connects it all...Dell should buy BRCD and RDWR...great margins...$10-12 a share for BRCD and $60 for RDWR...I really think RDWR should be $70 based on other valuations in the market, but I will accept $60