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Cisco's Gained Ground, Says Report

In what could further stir controversy over the performance of Cisco Systems Inc. (Nasdaq: CSCO) in the Fibre Channel switching market, research firm Dell'Oro Group says Ciscos revenue has grown in double figures, mostly at the expense of McData Corp. (Nasdaq: MCDTA).

Cisco’s SAN switch revenue grew 20 percent, McData’s revenue dropped 8.5 percent, and Brocade Communications Systems Inc. (Nasdaq: BRCD) gained 2.3 percent, the research firm says. The results were similar to last quarter when Cisco rose 18 percent, McData dropped 7 percent, and Brocade edged up 2 percent (see Report: Cisco SANs Grew 18% and SAN Market Revenues Slip).

According to the report’s author, Dell'Oro principal analyst John Carvell, Cisco performed strongly in the enterprise space while McData got hurt by a product transition.

"Cisco continues to gain traction in large enterprise accounts,” Carvell says. "McData's FC switch revenues declined in part because of softer demand for its [director switches] in anticipation of the launch of its new Intrepid 10000.”

McData plans to launch the Intrepid 10000 by the end of the year.

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