I'm a marketing guru in Silicon valley, so I'm always trying to guess where companies are going to need to compete. I think Oracle and IBM have holes in their network hardware strategy, and that Brocade has the right product suite. Brocade is also have valuations easier to swallow than other independent network gear companies.My analysis is at:http://www.siliconstrat.com/blog/2010/04/20/when-will-oracle... I'm betting on a 28-32% premium.
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