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“Sun partnering with Brocade represents two market leaders working more
closely to deliver storage networking solutions to Solaris and other
operating environments,” said Duplessie. “Sun is the UNIX king and Brocade
is the fibre channel switch king. Their customers will be happy.”
But Goldman Sachs’ Laura Conigliaro took a more holistic view after
attending Brocade’s analyst meeting Monday night. She noted that Wall Street
is a bit unsure as to how the switch specialist’s July quarter would fare in
the bear market, but that Brocade is enjoying “enough critical mass that it
can gather together an impressive number of customers.” Translation: no
worries yet.
Conigliaro research yielded the fact that customers are very much interested
in deploying SANs, which Brocade specializes in powering. She heard from
customers who claimed they would set up starter SANs with two to three
switches, but pledged to expand to 10 switches by year’s end. While this is
certainly good news for Brocade, Conigliaro indicated the sun doesn’t shine
as bright on the sector in terms of interoperability, as last week’s
six-company, SNIA partnership indicated.
“… despite much talk about interoperability, end users remain skeptical ,
and are likely to remain with a homogeneous SAN for the foreseeable future,”
Congiliaro said.
So, the synopsis is that things look good for Brocade, an important player
in the field, but hardly the only one. No, there is more than currently
meets the eye and for the switch maker, king hardware company Cisco Systems
Inc. looms large on the horizon. Conigliaro indicated in a research note
last week that while many storage networking product makers are getting
along nicely now, that there will be a period of shakeout, price
undercutting, and a time for rivals to “lock horns.”
“The merging of storage and networking technologies in storage networking
imply that companies will be in a state of ‘coopetition’ for the near term
but will be more competitive going forward. From the storage networking
side, Brocade is emerging as the leader in providing a robust and feature
rich platform. At the same time, Cisco is emerging as the leader in
providing complementary tools to extend and broaden the reach of SANs, and
continues to work with Brocade in developing a blade that would enable two
distant fibre channel SANs to be connected via IP,” Conigliaro wrote. “Since
both companies have broader ambitions beyond their current capabilities —
with Brocade looking to add traditional networking features such as security
and QoS to its platform as well as add multiprotocol capabilities such as IP
to its switches, and Cisco looking to
extend the reach of its products beyond just interconnecting SANs, including
working on the development of large multi-protocol switches in its highly
secretive Andiamo group — the two are increasingly likely to be competing
with each other in the future.”
Rest assured, Cisco and Brocade are hardly the only contenders analysts see
as duking it out in the storage ring later. There is IBM and Network
Appliance, Hitachi and EMC — the list goes on and on. Figuring out who will
square up with who will no doubt prove as maddening as it will be
interesting to watch in the next year.
