The Challenge is different
Brocade's biggest challenge is whether or not they have the sales guts to get out there and disrupt the Big Fat Gorilla(s). Unlike the BFGs, they have market leading products and genuine USPs but because of the entrenched partner mentality of the management, the direct salesforce are rather toothless and this means they have no channel to speak of as the partners are predominantly FC/SAN. If they can sort this out, and three years of dithering does not suggest they will any time soon, then they will give all the BFGs a run for their money.
I suspect Dr Bob has been drinking too deeply from the Tasman Drive Kool-Aid fountain and cheap fud shots are about the limit of his reach. Unless Bob is a girl's name of course. What do you say Lord Blackadder?