Brocade Communications Systems,Inc. (Nasdaq-BRCD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)

BRCD 12.73

0.0%

Nov 20 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (1321)	1/17/2003 8:19:11 PM
From: Lizzie Tudor	Read Replies (1) of 1583

I get the feeling that Rhapsody's management has Veritas on their radar screen and they are in the back room building an enterprise software management suite that will compete head to head with Veritas. Given Vrts's installed base and management I really don't think a newcomer like rhapsody can compete... this is above and beyond the point that rhapsody is a hardware company and vrts is essentially a database software firm. If rhapsody is doing some sort of enterprise/redundancy mgmt app, they might look to knockoff some of the weaker players (CA unicenter?)- because some of those exist solely as an alternative to a very expensive vrts solution but have no strengths of their own. BRCD (and rhapsody) have a valuation 1/7 of vrts- I would say the best solution here would be for brcd to try a partnership with vrts rather than compete with them. Ordinarily, that would be unlikely due to the cisco/vrts deal. Except that vrts has such strong ties to oracle, with Gary Bloom as CEO (ex-Oracle) and Ellison has his own SAN startup in the works, VRTS might not want to limit themselves to just Cisco as a partner. Lizzie

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next