• 11/28/2001
    3:00 AM
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Brocade's Slip-Sliding SilkWorm

Merrill Lynch has not received the switch and is blaming EMC. What's going on?
Brocade Communications Systems Inc.s (Nasdaq: BRCD) long-awaited SilkWorm 12000 core switch is officially late, Byte and Switch has confirmed.

Merrill Lynch & Co. Inc. was expecting to receive the switch on November 15 but is still waiting for it, according to a source at Merrill Lynch who asked not to be named.

Brocade shipped the product to its OEM partners last month, but since then it appears to have hit a wall. EMC Corp. (NYSE: EMC) is one of Brocade’s largest OEMs “and is not comfortable with the product,” the source says (see Is Brocade's SilkWorm Losing the Thread?).

“EMC is delaying selling the switch, forcing Brocade to hold off as well, which is why we haven’t seen it yet,” he notes.

Brocade, which reports its fourth-quarter earnings Wednesday, declined to comment. EMC spokespeople were unable to confirm that they have received the switch.

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