Are there any competitors apart of BRCD? It might make sense to try and compare the current and future potential PSR of BRCD with that of ANCR. Unfortunately, I could not get into Edgar to dig out these data, anyone has these handy?
From the 10-K
Brocade Communications Systems, Inc., Vixel, and McData
have developed Fibre Channel switches. Other companies may also be developing
switches. In addition, a number of companies, including Emulex Corp, Q Logic
Corp., JNI, Gadzoox Corp., G2 Corp., and Interphase Corp. are developing Fibre
Channel products other than switches, such as adapters or hubs, and the Company
anticipates that these and other companies will introduce commercial Fibre
Channel products in the near future.
I still was unable to determine if the $100 MM deal with Sun is a one year deal or a multiyear PO to be drawn on.
IMO this is probably a multi-year non-exclusive agreement.
Regards.
Rajiv |
