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No. of Recommendations: 11
Here's an excellent interview link with Brocade's CEO following the earnings announcement this week:

http://biz.yahoo.com/oo/000218/15219.html

Quarterly and year over year growth for the fiber channel space

ANCR sequential sales growth was 14% and 54% year over year

BRCD sequential sales growth was 42% and 434% year over year

VIXL sales overall were down 24% year over year while ales of their SAN products were up 27% year over year

ZOOX sales were up 110% year over year


Sales for the quarter

ANCR $3,820,425

BRCD $42,740,000

VIXL $7,900,000

ZOOX $12,561,000

Brocade is already the standard fiber connectivity choice at Dell, IBM and Compaq. They just signed with HP and Storage Networks. In total, they have 18 OEM's as customers.

BB
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