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Brocade (BRCD) - Storage Vendor Profile

executive summary Executive Summary

Brocade seems unable to find significant growth. 16Gbps is perceived as a 'wait until it is the same price as 8Gbps' technology. The Foundry acquisition has not brought leadership in Ethernet; for 10Gbps Ethernet used for storage Brocade is sixth and behind QLogic and Emulex. Brocade is the fifth most selected vendor for FCoE (the hottest among storage networking technologies and fifth on the Heat Index). Brocade is under threat of becoming a ‘legacy’ vendor – well liked by engineers, but not seen as a long-term strategic choice.

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