On the delay of the 12000 switch, Mansky writes: We continue to view the potential for a meaningful first half contribution from the 12000 as unlikely. He says he is concerned by the reluctance of OEMs to embrace the product, given the poor market conditions.
During the earnings conference call yesterday, Brocade CEO Greg Reyes appeared to back away from the hype Brocade's created around the switch.
It is an incremental opportunity for us; not all our revenue is tied to this product, he said. We are still very strong in our enterprise business with the existing modular product.
Nevertheless, Merrill Lynch & Co. Inc. seems to think the 12000 is key to Brocades long-term prospects. While it maintains its Buy rating on the stock, future ratings will depend on Brocades ability to deliver the promised features and functionality with this switch, the firm states in a note to investors.
Ultimately, the overall strength of the features on top of the platform is what matters strategically, writes Merrill Lynch analyst Thomas Kraemer. Software volume makes standards, standards drive margins and standards determine winners."
To realize the benefits of cloud-native software, an application must actually be cloud-native—designed to run in the cloud, interacting with disaggregated cloud services, fully manageable as code—to deliver the expected benefits.
By combining resources and expertise, the AI-Enabled ICT Workforce Consortium will offer a blueprint for how industries can adapt to an AI-dominated future.
IT leaders should heed the guidance of cybersecurity insurance providers who think businesses should prioritize security education, incident preparedness, regular internal audits, and ongoing vulnerability scanning and patching.
