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Chris Baldwin: Page 8 of 15

Baldwin: I’d be lying on the beach in the Bahamas if I knew that.

Actually, it’s beginning to happen now. EMC is the big one on the block to knock off and several companies are lining up for the challenge. Brocade and McData Corp. [Nasdaq: MCDT] have dumb, Layer 2 switches and are trying to figure out their next trick, as a bunch of startups building Layer 3-like intelligent, multiprotocol switches are doing it under their noses.

Byte and Switch:So when are we going to see some acquisitions then?

Baldwin: Again, it’s impossible to say, but perhaps towards the end of next year we’ll start to see some consolidation happening.

Byte and Switch: What do think Cisco’s prospects are?