Rumor Mill Moves Back To Brocade (BRCD, DELL, HPQ, IBM, CVLT, CSCO)

If Brocade is in play, investors may want to consider that CommVault Systems, Inc. (NASDAQ: CVLT) might be another candidate.  As far as who the buyers would be or could be, Hewlett-Packard Co. (NYSE: HPQ) and Dell Inc. (NASDAQ: DELL) were two such names speculated in the past.  Perhaps International Business Machines Corporation (NYSE: IBM) could be another.

The aim and value is that Brocade is often “The Poor Man’s Version” of Cisco Systems, Inc. (NASDAQ: CSCO).  With Cisco now going after the data center revenue segment, many of these and other technology outfits could be buyers.

For now, just count this as a rumor.  Brocade shares hit the 10% limit halt for a circuit breaker and shares are currently up 8.7% at $5.89. CommVault shares are up 1.2% at $45.97 on the day.

JON C. OGG