There is lot in common and one can acquire another. Brocade has much wider product base. 

Compellent Technologies is storage system vendor. While the market is crowded it's dominated by Netapp and EMC. That means there is huge scope for innovative technologies if they can trump netapp. I like compellent and it can be a serious competitor to Netapp. Company has market cap of 300 Million and it's siting on around 100 M of cash and investments. I think it's a good bet after the stock is down almost 10$ from its pick.

Being in technical world specially related to databases , I kept at close eye on database vendors and their significance for application vendors like Oracle , SAP . After Oracle sucked in Mysql with Sun deal it was no brainer that Sybase could be next. Now that's a 1 day old history .

Redware , this is company from Israel who is building and renovating nortel switch line along with it's own appdirector and other application delivery product lines. Company is posting good sales and growth numbers.

Palm Inc stocks dropped 30% on friday and closing lowest level since releasing pre. Is it worth looking at this stock? While webos is cool, palm lost the war on mobile phone and there is good chance that it will get acquired. But who will buy them ?

1. intuitive surgical

It's not only the surgical system selling today, the continuous revenue stream it generates for future is robust by maintenance of these robotic machines.

2.  Baidu

Google's loss is Baidu's gain in china.