Dear Goose,
Apparently, it's happened. Boeing's federal group bought ten MDS 9509 switches priced at a sweetheart deal of less than $1,000 per port, according to one of my Seattle-area buds. He says Cisco bought back the group's existing Brocade Communications Systems Inc. (Nasdaq: BRCD) switches at the amortization price. "It's a very insidious way of lowering the price without having that show up on the books," says my confidant, since Cisco can now account for those Brocade switches it bought as an asset. "Cisco is buying market share right now."
Another twist on this development is that Boeing recently put two McData Corp. (Nasdaq: MCDTA) Intrepid 6064 directors into its corporate data center in Mesa, Ariz., along with McData's SANavigator software to manage those switches and four Brocade SilkWorm 2800s. Elsewhere, as I noted previously, the aircraft maker has deployed a couple of Brocade 12000s. You know, I'll bet you 50 bucks that Boeing has some Gadzoox switches floating around somewhere...
Dear Bob the Beaver,
QLogic Corp. won a massive deal for its switches with Lockheed Martin Corp. What's the story?
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