In other words, Brocade doesnt have any immediate plans to do
anything about IP. Judging from its strategy (to use that term in its broadest possible sense),
the company isnt too fussed about IP at all.
Instead, its sticking to its Fibre Channel guns. In the short term, this is
certainly the easier option. Any overt support by Brocade for the IP
paradigm (excuse me; I had Pompous Analyst for lunch) might shake its
shareholders faith in the One True Technology and
Brocades divinely ordained rule as Lord of the Data Centers now
and evermore, Amen!
Sorry.
The point is: In the long term, this is likely to turn out to be a very, very bad
decision. Lets go back to our history lessons.
Brocades attitude smells strongly of Cabletron Systems Inc. (NYSE: CS) which took too long
to convert its product line from shared-media to switched technology and the late, lamented
Bay which forgot to develop a chassis-based LAN hub, resulting in it
getting its clock cleaned by Cisco.
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