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Emulex Heads Backwards At 80 MPH: Page 2 of 2

If customers actually wanted an erector set-style CNA, Brocade, Broadcom and QLogic would have jumped at that business model to support their customers. It appears to me that Emulex is embracing a plan of necessity rather than a well considered strategy of choice.

I was thinking about some of the vendors in this space are moving in certain directions, after reading the Emulex announcement.Below is a diagram of how I see these vendors today.
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