Brocade Communications Systems Inc. (BRCD)

All Comments on BRCD

  • commenter
    ggrodhaus
    Aug 11 09:45 PM
    Brocade's Corporate Development Chief: Networking Co. Can Compete with Anyone [view article]
    Well thought out, good comments. Some of Grewal's comments will probably have to be judged by a "wait and see" type process. Regardless, in total, the Brocade rationale/strategy re: Foundry seems sound and the potential compelling.

    Idle thought: who cares if this may be a partially defensive move??? History is resplendent with "defensive moves" that created enormous value to shareholders and the company making the move. I believe the acquisition of Foundry will provide the best of both worlds for Brocade: it will be an enormous boost to their market presence and depth of offerings; it will also be an excellent tool to mitigate their weaknesses. In my book, this is exactly the type scenario that wil add maximum leverage/advantages to Brocade as a result.     Reply
  • commenter
    User 161804
    Jul 26 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    ISV worth a look, good fundamentals, there were spikes on Thursday and Friday despite a bad market. A cup and handle was formed maybe in anticipation of good earnings. Reply
  • commenter
    factchecker
    Jul 23 10:28 AM
    Tuesday Options Update: MRK, SNDK, TXN, TAP, GTXI, SPF, BRCD, XLF [view article]
    Texas Instruments does not have a bright future. It claims the future to be analog. Most analog chips are legacy technology. Those lower cost chips cannot be made in Texas Instruments aging U.S. fabs at a competitive price. Texas Instruments must shift to a fabless or near fab position quickly or it will continue in this downward spiral. Reply
  • commenter
    morgan77
    Jul 22 06:54 PM
    Tuesday Options Update: MRK, SNDK, TXN, TAP, GTXI, SPF, BRCD, XLF [view article]
    It's always Darkest before the Dawn (of a recession).

    I don't think we're heading for a recovery... Check out this article. Gloomy but I think the guy has a point- www.greenfaucet.com/th...     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jul 22 04:35 PM
    Wall Street Breakfast: Must-Know News [view article]
    PJ568, thanks for your feedback. We largely report adjusted earnings. This is due to the fact that analyst consensus estimates, which are the gauge by which many judge whether a given company has beaten or missed expectations, are formulated based on adjusted earnings. Reply
  • commenter
    Pj568
    Jul 22 03:10 PM
    Wall Street Breakfast: Must-Know News [view article]
    Many of the numbers referenced above appear to be adjusted and not actual. WB and BSX are two that jumped out as being off. One would expect adequate disclosure from the SA Editor about the numbers being referenced. Constantly reporting and discussing adjusted numbers is a sign of weakness that shouldn't be ignored. Reply
  • commenter
    RightinSanFr
    ancisco
    Jul 22 10:48 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    It is amazing that so much of the financial health of the western world hinges on the performance of these public / private entities Fannie and Freddie. I was once a stockholder (liked the dividend), but sold when it became apparent to me a few years ago that I did not understand who the management worked for. If they are a cornerstone of the economy, the performance of their management needs to be judged by a standard of security, not growth of EPS, which drove them away from their government mission toward chasing the returns of sub-prime loans. Then the government wanted them to broaden the size of loans that they would handle. Despite hating a larger role for government, I have reluctantly come to the conclusion that they neeed to be publicly owned and directed. Ugh. I can't believe that I said that. Reply
  • commenter
    notsosmart
    Jul 22 09:09 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    why pay attention to moody,s? why pay attention to anybody? all have an agenda & its not to put money in your pocket.once you know that selfserving lying & greed is the game you should think for yourself. Reply
  • commenter
    Ishortyou
    Jul 22 07:38 AM
    Wall Street Breakfast: Must-Know News [view article]
    well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably Reply
  • commenter
    User 209943
    Jun 13 03:32 PM
    Brocade Communications Systems: The Heart and Lungs of the Network [view article]
    I think everyone should have referenced Robin's original article praising Cisco and their Nexus 7000 which he cites within the first paragraph. he appears to have given Brocade a chance to make their case - albeit architecturally slanted to their fibre bias - AFTER he had made quite a strong inevitability case for Cisco and their new "switch", or 'blades in a cage', in the earlier article. Reply
  • commenter
    smack
    Apr 28 09:34 PM
    Brocade Communications Systems: The Heart and Lungs of the Network [view article]
    Wow, you sure got the Cisco fans riled up. These posters sound like a bunch of whiny babies.

    I dont see much of a comparison of the Nexus and DCX products...Nexus is mostly IP and DCX is mostly FC...maybe when FCoE is a reality this will change...

    Bottom line...sounds like Cisco and Brocade marketing folks are promising a lot that neither can deliver on immediately.     Reply
  • commenter
    ThePM
    Apr 28 08:53 PM
    Brocade Communications Systems: The Heart and Lungs of the Network [view article]
    "...(Cisco wont be delivering the Nexus 7000 for a few months yet)."

    Based on what, did Brocade tell you this? Please get the facts straight, rather than just repeating what Brocade tell you.

    The Cisco Nexus 7000 is shipping now, and has been orderable for several months. Take a look at the Cisco web sites, documentation is posted, and the NX-OS is downloadable.

    As far as running a VoIP across the DCX ask Brocade how many customers they currently have with LAN interfaces deployed on any of their switches, and then try to work out how to get telephony to run over FC.


    Reply
  • commenter
    jteel
    Apr 28 02:44 PM
    Brocade Communications Systems: The Heart and Lungs of the Network [view article]
    The Heart & Lungs of which Network? My shop requires Ethernet, IP, L2/L3, IPC and FC. The DCX is a brand new platform that supports Fibre Channel only. Are you suggesting Brocade is going to transform themselves into a protocol-agnostic networking company? This involves engineering, ASIC development, integration, management, an over-haul of their support infrastructure and a vast expansion of their existing sales channels. While this may be possible over time with a Herculean effort, how does a Fibre Channel only product from a FC only company today help me to achieve any of the initiatives you outline in your article? How does a DCX and Nexus 7000 comparision deliver any relevance? Reply
  • commenter
    jgmitz
    Apr 25 05:26 PM
    Brocade Communications Systems: The Heart and Lungs of the Network [view article]
    So tell me what virtualization and consolidation capabilities does the DCX have besides NPV? They don't support virtual fabrics a t-11 standard. Still one control plane and one data plane, there is no isolation between consolidated san islands. Did you write your article based on a Brocade marketing data-sheet. Where do you get 5-9s reliability? If you lose a CP you lose half the capacity of the box? The box hasnt been shipping for a year and your claiming 5-9s... Come on.... 12 Terabits/sec, great marketing math you have there. Did you forget to mention that using the ICLs between the two chassis is blocking/oversubscribe... Reply
  • commenter
    AndyS
    Apr 25 09:00 AM
    My Website
    Brocade Communications Systems: The Heart and Lungs of the Network [view article]
    Great post. I own Brocade shares and hope they go up soon (I bought them at $10!) Reply
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