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Just wanted too add my two cents to this thread. I haven't been this excited about the potential of a company in quite a while. Here's a post I made on the Brocade board.
http://boards.fool.com/Message.asp?id=1070449000130005&sort=id
The interview I talk about in that post took place with Greg Reyes prior to the Cisco deal and the adoption of BRCD architecture as the standard. It's a must listen for any BRCD investor IMHO. There is another interview on the RadioWallStreet site which was done with Greg Reyes after the CSCO deal in which he says the market has expanded further. He now thinks 10 to 15 times current estimates.
http://www.radiowallstreet.com/NASApp/RWS/EventPage?ID=23907
Big time tornado growth. BRCD now sets the standard. An open proprietary standard I believe. I haven't seen any numbers that indicate how much Brocade can collect in licensing fees as a result of others using their standard. Anyone seen anything on this?
Value chain now includes Dell, Compaq, EMC, NTAP and they added some little company called Cisco as a major partner this week. I never heard of them but maybe something will come of it. You never know. Anyway. What are we missing to declare full gorillahood? Gorillaosity. It all happened very fast. This week sorta confirmed it for me. I can't find a better investment now then BRCD and or the storage triple play BRCD/NTAP/EMC. (Actually I sorta like FDRY or QCOM if you can stand the FUD, but that's a story for a different day.)
Thanks for taking the time to read my post.
Glenn
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