Brocade is baking new campus LAN products with its HyperEdge technology providing mix-'n'-match edge switch stacking and single point management. The HyperEdge technology is said to facilitate simplified and automated access layer networks that will be able to accommodate the expected flood of data traffic to/from smartphones …
bragging is easy, delivering not so...
can they deliver and convince SMB's / enterprises to use their gear is a much bigger question. personally don't see them as a serious long term player in the networking arena. esp as they've been trying to sell themselves off for a while now with no serious interest. The fact that Dell pumped for Force10 over Brocade speaks volumes
Re: bragging is easy, delivering not so...
The only thing that Dell buying Force10 over Brocade speaks to is that the vast majority of Brocade's profits come through partners. Had Dell purchased them, they would've seen a precipitous drop in revenue from those partners which would've made it EXTREMELY difficult to justify to shareholders. Brocade pulls in $550million/quarter, Force10 pulled in $200million for the YEAR. You do the math.
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?
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