"From an investor standpoint, you have to be a bit concerned about the impact of Cisco, whether it's perception or reality," says Weisel's Ader. But at the same time, he adds, "this market is immature enough where McData may be able to stay ahead of Cisco on engineering."
McData did not disclose specific first quarter 2003 guidance. But in a statement, Kelley said: "While we expect typical industry seasonality in the first quarter of 2003, we have seen continued demand early in January." In terms of IT spending, the first three months of the year are usually softer than other quarters.
The company expects to report its fourth quarter 2002 results on January 23.
Todd Spangler, US Editor, Byte and Switch
http://www.byteandswitch.com
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