Other evidence pointing to possible development problems at Brocade have cropped up in a couple of other contexts.
First, Brocade has declined to submit products for evaluation in Byte and Switchs planned bench-marking test of 2-Gbit/s switches scheduled for the end of September. The engineers tell me they just wont be ready, says David Newman, president of Network Test Inc., the bench-marking and network design firm managing the test.
Newman has been in negotiations with Brocade for several weeks in an effort to get them to participate. Two of Brocades competitors - QLogic Corp. (Nasdaq: QLGC)
and Vixel Corp. (Nasdaq: VIXL) --
are already shipping 2-Gbit/s switches, and have agreed to participate in the test.
Of course, Brocade may consider it more important to get its first products into beta trials with OEMs. If you are not a large OEM, youre not going to get one, says Laura Conigliaro, analyst with Goldman Sachs & Co.
Similarly, Brocades refusal to join a 2-Gbit/s developers' forum that launched this week (see QLogic Forms 2-Gig FC Group) is not necessarily a sign of Brocade not having a product, says Grosz. Its more the way it does business. (Nice!)
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