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Brocade (BRCD) May Be Too Big for PE, Blackstone (BX) Said to Drop Bid

February 3, 2012 9:18 AM EST
BRCD Hot Sheet
Overall Analyst Rating:
    NEUTRAL (= Flat)

EPS Growth %: +15.4%
Brocade Communications (Nasdaq: BRCD) shares are indicated higher Friday amid reports the company might not be a takeover target after all, at least for one firm.

Citing people in the know, Bloomberg said Blackstone (NYSE: BX) is mulling canceling its bid for Brocade.

One JMP Securities analyst chimed in that private-equity could make better use of Brocade's assets compared to management. However, whether management will be receptive of a price that's attractive to PE is another matter. With a current market cap of about $2.65 billion, that's a big number for many PE firms to swallow, particularly considering recent movement in the stock.

Shares of Brocade moved higher on January 9th following increased chatter about possible M&A and shares are still at elevated levels when compared with the start of 2012. Brocade is indicated up about 2.6 percent Friday.


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