Denzerini

IBM Won't Do Much to Help Brocade Take Market Share from Cisco

I'm surprised that there is no mention of Juniper here for they are the true #2 and have the best long-term chance of cutting into Cisco's dominant market share.


On Apr 24 10:02 AM DaveinSV wrote:

> You make some interesting points, but I too disagree. First, with
> Cisco getting into the server market, the whole landscape has changed
> dramatically, forcing the major players to re-evaluate their partners
> and go-to-market strategy. Second, FDRY is a very scrappy company
> that ever since 2000 and the dot-com bust, has done an excellent
> job growing in what was a middling economy and with an 800 pound
> gorilla as a competitor. I don't think that DNA is going away at
> Brocade. This was not the case with Ascend or Bay that had the luxury
> of the 1990's internet craze and then got swallowed by companies
> that in size, culture or management style were completely different.
> Third, there is definitely a "ABC" feeling among some customers,
> and Brocade has the opportunity now to tap into that. I believe that
> we will know soon enough whether you are right or whether the BRCD/FDRY
> acquisition was a brilliant move.
>
> Davein SV

Micrcosoft Buys Powerset: Next Big Thing or More Junk?

The better technology buy may have been cognition.com. I've been hearing good things about Cognition's semantic search technology for a while. Perhaps Microsoft wanted to buy a lot of talented engineers more than technology since Powerset has 100+ employees and Cognition is still trying to build-out a business around impressive technology.

Should be interesting to see if semantic search eventually takes off.