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User Rank: Light Sabre
11/24/2015 | 11:46:27 AM
With so many data centers being built to provide for the demand needed from consumer apps and cloud services, Brocade is in a good postion. 

But that may only be temporary. Some of these larger technology companies are interested in building their own components from scratch. And it's really hard to see what software will do to Brocade's business model right now, so there is some uncertainty. 
Mitch Wagner
Mitch Wagner,
User Rank: Lightning
11/24/2015 | 5:22:30 PM
Re: Datacenters
While some communications providers will build their own equipment from scratch, most will look to partners, making Brocade well-positioned. 

And even those building from scratch will look for partners. Likely they won't build from scratch end-to-end. 

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