Posts Tagged ‘brocade’

Brocade: Product Provider Perils

October 5, 2009

Today, the Wall Street Journal announced storage and networking company Brocade Communications has quietly put itself up for sale

A quick analysis of Brocade’s financial results verify three key trends impacting hard core product providers such as Brocade. The image below compares Brocade’s most recent quarterly results to the same period one year ago:

Brocade Financials

Brocade Financials

 The three trends relevant to these numbers that have been telegraphed in this blog over the past year are: