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Brocade HBA Business Poised for Growth: Page 2 of 10


In 2007 Brocade answered the call. The new leadership boldly announced it was entering the HBA business. Management knew that 8Gb Fibre Channel was a technology inflection point at which a new cycle of design wins would be up for grabs. Therefore Brocade engineering would have to execute their strategy for technology development with military-like precision.  The company also learned from LSI's failed attempt to crack the duopoly. The LSI technology was solid, but lacked the capability to convert the technology into revenue.  Brocade management was confident they had the brand equity from their dominant switch business and field resources to leverage their own HBA technology into both OEM design wins and end-user demand.

 

In my opinion Brocade is executing crisply on its strategies, plus is the beneficiary of some extremely good luck.  I believe the two dynamics combine to poise Brocade's HBA business for steady growth.

 

Executing on Technology: A Better 8Gb