8 Gbit/sec switches are key to the standout Brocade 4th quarter

By Brad Reese on Fri, 11/14/08 - 9:33pm.

Earlier this week Brocade pre-announced standout fiscal 4th quarter results (view video), in which revenues will be anywhere between $15-$21 million more than what was previously projected in the August 2008 Brocade fiscal third quarter conference call.

Additionally in a research note to yours truly, RBC Capital Markets analyst Thomas Curlin stated, "We believe Brocade's 8Gbps Fibre Channel product cycle acted as the key catalyst for the performance."

Note: The following Dell’Oro Group Storage Area Networking (SAN) market information is based on calendar year (not fiscal year).

According to Tam Dell’Oro the founder and president of the Dell’Oro Group: "Our reports indicate that Brocade started recognizing revenue on its 8Gbps FC SAN Switch products in 4Q07, and Cisco will start to recognize revenue on this segment of products in 4Q08.

"We haven’t yet published our 3Q08 SAN Switch numbers, as we’re waiting for Brocade’s earnings announcement.

"As you requested, here’s our 2Q08 SAN Switch 8Gbps revenue information:

"Total 8Gbps SAN Switch market: $40.2 million

"Brocade captured 100% of the market with the Brocade DCX 8 Gbit/sec representing $37.5 million and the Brocade 8 Gbit/sec 300, 5100 and 5300 representing $2.7 million."

Brocade CEO Mike Klayko Discusses Q4 Pre-Announcement:

Will Cisco be a strong competitor to Brocade in 8Gbps Fibre Channel products?

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