In my forecast of last night's earnings report from Brocade
On the other hand, pro forma net margin came in above expectations, at 15.1%. That's a clear improvement over last year and a good sign going forward.
Brocade is riding high with a stable of powerful helpers. Hewlett-Packard
Of course, that's hardly an exhaustive partner list. Other luminaries include Sun
So Brocade is happy just to maintain its market position in a seasonally weak quarter. In fact, Klayko took the opportunity to kick a bit of sand in the face of competitors, saying, "Our market share remained flat in the face of our competitors' new product shipments and presumed pent-up demand for those new products." So when Brocade rolls out its own product updates later in the year, we should see fireworks across the sky, right?
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Fool contributor Anders Bylund holds no position in any of the companies discussed here. He believes in coyotes and time as an abstract. You can check out Anders' holdings if you like, and Foolish disclosure is a richly woven tapestry of trust, care, and a deep love for tiramisu.