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Brocade Takes Aim Beyond the Data Center: Page 3 of 4

”We have spoken to them, and there’s opportunity there; we can just leave it at that,” he replied, somewhat cryptically.

Brocade has promised more detail surrounding the Foundry acquisition during its analyst day on September 17, although it is still too early to tell what the long-term impact of the deal will be.

”To make sense strategically in the long run, you need to assume wide-scale adoption of converged LAN/SAN Networks,” wrote Jayson Noland, an analyst at RW Baird, in a note released earlier today. “We believe data center consolidation will continue to be a key initiative for end users, though go-to market and IT organizational charts could slow the pace of adoption.”

Less than 24 hours after the Foundry acquisition, Brocade has already started to market itself as a more nimble vendor than the Cisco behemoth, although words, as ever, are cheap.

”Brocade’s push for broad-based data center relevance is beginning to take shape, though we prefer to watch from the sidelines in the near term,” added Noland.