COMS

SPECULATION ON $NTGR (NETGEAR) IS BASED ON LACK OF UNDERSTANDING OF INTELLECTUAL PROPERTY

In the aftermath of the acquisition of $COMS (3Com), $NTGR (Netgear) is running. The buyers of $NTGR apparently have only superficial knowledge of $NTGR and $COMS. There are vast differences in the intellectual property of the two companies. We can not see $NTGR acquisition providing strategic advantage to any major

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BUY ON $BRCD (BROCADE)

In the aftermath of $HPQ buying $COMS (3Com), speculative money is coming out of $BRCD. Further, this morning there are several broker downgrades. We will take advantage of this downdraft and slowly scale in more buys if the stock falls further. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE

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