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Mitch Wagner
Mitch Wagner
8/24/2015 | 2:05:20 PM
Staggering news
When I posted a headline to this story on Twitter, someone in Brocade marketing mentioned that the company has finally secured the @Brocade handle. Previously, it was @BRCDcomm. Companies with names that are common English words often find their Twitter handles already taken; BRCDcomm was a ghastly workaround for that.

They said it was just a matter of the previous owner of @Brocade not using it and the handle lapsing. No money changed hands, and no other unusual circumstances. 

Somehow, Lloyd Carney neglected to mention this staggeringly important event on his earnings call. 
Mitch Wagner
Mitch Wagner
8/21/2015 | 10:12:14 AM
Re: new ip
The question for Brocade is whether the New IP can pull its finances up before declining SAN revenue can drag it down. 

The point about IP storage could prove significant in the future. Carney made a statement on the call that as long as customers keep buying storage, they'll buy either SAN or IP storage. That was all he said on the call, but there's an implication there that Brocade may believe that as long as organizations keep buying storage, Brocade will be fine. And it's hard to imagine organizations are going to stop buying storage, not with Big Data, the Internet of Things, and a bajillion people shooting pictures on their smartphones. 
Steve Saunders
Steve Saunders
8/20/2015 | 10:55:04 PM
new ip
doesn't take a financial genius to see that New IP is the future for this company 

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