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Brocade Communications Systems, Inc. Message Board

  • cash_is_king_now cash_is_king_now Dec 9, 2012 5:32 PM Flag

    A tech company is successful if it invents constantly

    Our strong business model has also enabled us to make strategic investments in our core businesses as well as emerging technologies. For example, our continued investment into data center fabrics has positioned us as a leader in the industry with a competitively innovative and differentiated product portfolio of both SAN and Ethernet fabric solutions. This year we launched additional products as part of our first-to-market 16 Gbps SAN portfolio and have seen a rapid adoption of this technology, with 16 Gbps products now making up nearly 35% of our SAN director and switch sales. In Ethernet fabrics, we introduced the Brocade VDX 8770 modular switch, which further enhances our portfolio of Brocade VCS fabric-enabled products and reinforces our technology leadership in redefining data center architectures. We now have more than 800 Brocade VDX customers worldwide, giving us a strong position with customers in the marketplace.
    In routing and application delivery, our investments in technology innovation resulted in strong Service Provider revenues in FY12. During Q4, we announced the 24-port 10 GbE module for the Brocade MLXe routers enabling our customers to build the industry's highest density core router in a single platform. In FY12 we also launched our comprehensive vision and strategy for software-defined networking (SDN) that sets the stage for continued ground-breaking technology and product innovation. We have taken a leading industry position in key areas of SDN, including support for OpenFlow on our high-end router family.
    Moving to the campus LAN space, we delivered a significant refresh of our campus portfolio this year, introducing true innovation in a market that has been in need of architectural transformation for more than a decade. We are seeing great results with the sales of our Brocade ICX switches through our channel partners. Customer and partner feedback on the innovative Brocade HyperEdge technology has been very positive as well.
    In total, we are exiting FY12 with a full portfolio of world-class products and an innovative technology roadmap in strategically important areas, while driving network transformation across all customers segments.

    Sentiment: Strong Buy

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    • You sound exactly like optionguy who spouted optimistic nonsense for months before he was ridiculed off this board. You remind me of lyrics from the Beatles song - he's a real nowhere man, sitting in his nowhere land, making all his nowhere plans for nobody. Brocade is in nowhere land.

      • 1 Reply to oldmagshop4
      • CSCO has been very aggressive in acquiring other companies, 18 of them in 2012 but mostly small ones.
        That leaves competitors scratching their heads for a solution. Sure, they can do the same if they have money power. However, that is limited. Another solution is to merge two mid size companies and put together a large R&D to go after CSCO.
        For example, JNPR and BRCD can merge or JNPR can acquire BRCD.

        With BRCD CEO leaving the company, merger or acquisition is much easier since the most effective thing that can block a merger or acquisition in a company's CEO.

        Sentiment: Strong Buy

    • Ho-Hum, newbie. Come back and talk when BRCD breaks out of the three year trading range to $7.30+. Otherwise, this is nothing but worthless noise.

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