Cisco may experience near-term delays with MDS storage switch refresh. Cisco Subnet blogger Brad Reese cites a research note that says Cisco might see some delays, which could provide Brocade with an incremental share gain. The report says: "Near-term demand remains solid for Brocade with positive trends with key OEM partners despite the uncertain macro as storage continues to rank high in terms of IT spend. Our recent dialogue with storage vendors indicates Brocade's strong Fibre Channel OEM ties and, if anything, Cisco's aggressive push into the data center may be the catalyst for IBM and HPQ to strengthen their respective Ethernet connections with Brocade as well. So while Brocade may lose some share with EMC much longer term as Cisco gains traction with its Unified Computing Platform, we think the company may more than make it up on the Ethernet switch side."
展开▼
