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McData Picks Brocade's Pocket: Page 3 of 3

Other Wall Street analysts, however, remain bullish on Brocade. Merrill Lynch & Co. Inc. analyst John Roy, who upgraded Brocade from Neutral to Buy earlier this month, says the company is well positioned against both McData and Cisco (see Brocade & Cisco: Who's Out of Order?).

"We believe Brocade will become more competitive with McData over the summer, and that Cisco is further out than expected," Roy wrote. "The update of Brocade's Fabric OS should close the gap with McData, and should put more barriers to Cisco's entry." (See Brocade Loads Code, Signs EMC.)

Todd Spangler, US Editor, Byte and Switch