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Brocade's Banking on Directors

By James Rogers, February 15, 2008 11:55 AM

SAN specialist Brocade's director business is booming, although the vendor missed analysts' revenue estimates with its Q1 results last night.

"Our overall business is healthy and we are well poised as our product cycle and growth initiatives come to bear throughout 2008," Brocade's CEO Mike Klayko said on a conference call last night, as he highlighted continued growth in the vendor's directors and blade-switch modules.

Brocade did not break out specific figures on last night's call, but execs confirmed that director revenues were up 69 percent year-over-year and 13 percent sequentially, led by strong demand for the 48000 device.

Klayko also did a song and dance about Brocade's recently announced 8 Gbit/s DCX Backbone switch, which is already OEM'd by Sun. "We expect the majority of our OEMs to be active in the market with this product, as well as the 8 Gig upgrade to our 48K installed base in our Q2," said Klayko. "Our competitors will not have enterprise-class 8 Gig offerings until the end of 2008."

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