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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Douglas Nordgren who started this subject9/5/2003 3:20:26 PM
From: Gus  Read Replies (1) of 4808
 
2:22PM Cisco product introduction seen as negative for Brocade (BRCD) 6.02 -0.06: ThinkEquity believes that Cisco will introduce two Fibre Channel switch products early next week; also believes IBM will simultaneously announce qualification of both products. Firm expects these new offerings to be positioned to compete primarily with Brocade. As the market share leader in fabric switches, firm believes traction from the new Cisco products will disproportionately impact Brocade. In the JulQ, estimates that BRCD was greater than 22% exposed to IBM.

briefing.com

From Infonetics:
<font color=blue>
FC SWITCH MARKET SHARE
By Number of Ports

             Brocade          McData       Others

2H2001        83%               0%           17%
1H2002        83%               7%           10%
2H2002        59%              24%           17%
1H2003        49%              25%           26%

byteandswitch.com
</font>

Note: Brocade has 49% market share (by number of ports)
but only 40% market share (by revenue) while McData has
only 25% market share (by number of ports) but 33% market
share (by revenue).
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