Sunday, January 15, 2012

Does the US stock comment on: ? The person that? of  of ≈ of humorous of neon of  Qia travel gets Brocade gets the world

Introduction: MarketWatch is written now civil say, brocade Communications Systems Inc. Employ the message of an investment banker spreads everywhere to Silicon Valley, people nature begins to guess, the true life the emperor that tycoon of which science and technology can just be this network company?



On list of potential the person that buy, people has been listed went up to grow a string of long name, from computer firm HP (HPQ) and IBM Corp. (IBM) , to Juniper Networks Inc of network equipment company. (JNPR) . Do not cross whole and character, from financial standing and consideration of company culture element, the most appropriate still should be HP.



The Brocade(BRCD) that is located in California emperor why to fill in developed technology the best selling dog crates large of a kind of trade, can use reach number to store technically according to transmitting among equipment, be equivalent to storing namely the network switching equipment in the local area network. Exchange? Network? Sound have bit of Cisco it seems that (the flavour of CSCO) .



The key of the problem is here. Last year, the mood of an animosity begins to be in in former days consider rising between partner HP and Cisco. Before long, their product always is special form a complete set, and the predecessor of HP is presiding apparitor humble Ao Lina (the seat that Carly Fiorina) owns him in the board of directors of Cisco, and the presiding apparitor Chambers of Cisco (John Chambers) is her staunch proponent.



Nevertheless, those are bygone. loony tunes golden



Who is still not be clear about now what encroached the other side first is feudal. Nevertheless, since He De (after the authority of HP of Mark Hurd) in control of, the trouble between two companies began. The tear to shreds of declare of a gentleman's agreement of market of the sort of the other side of each other nonintervention. Cisco is producing a server, and HP begins to develop the network product ProCurve that is forgotten already energetically, by special hold the post of a director newly to be in charge of, and got more investment. most popular selling dog stairs



Last year, HP appoints Ha Si (Marius H dvd discovery channel aas) holds general manager concurrently for the senior vice president of HP ProCurve. Before Ha Sizhi once the company strategy of HP of in control of and enterprise develop a branch, apparent, probable it is him or the someone else of HP marchs this year to Cisco apparently the act of server market felt dissatisfaction. Can imagine what to job produces inside a group of people of same interest in He De almost, they look for Ha Si, issue an order to him, let him understand him responsibility.



Mere from the have sth in mind of this kind of mood with current HP, we have reason to believe they are afraid is to hope the ProCurve that brings into Brocade his to grow continuously is subordinate, give Cisco with this with heavy biff.



The core of the problem depends on actually, a lot of heavyweight players of industry of whole science and technology are in now go all lengths, last victory is won in hoping to contend for the war of data center in, include IBM inside, they hope to be able to be offerred for the client one-stop service.



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"HP and Cisco are launching fierce battle, and the building that the focus that they contend for is data center counterpoises. " presiding apparitor of California Primary Global Research LLC holds president Nalayana concurrently (Unni Narayanan) expresses, in the past among 6 months, he is telling his client all the time, brocade is one is provided very much buy an end charmingly.



Mea dog crates large breed nwhile, HP and Cisco also are in on video conference market roughhouse, conflict is at first in domain of high-end video assembly room, and the near future they in pairs extends the hand to low end the market.



Nevertheless, be not everybody to believe HP and Brocade are heaven-made union certainly. For instance, the analyst Robin of san Francisco 451 Group inferiors (a Simon Robinson) research between March is made clear among the report express, he believes Brocade will become the next to buy an end importantly.

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Robin abdicate points out, in him Brocade newest buy the operation -- last year, they open up endowment nearly 3 billion dollar bought F dog stairs best buy oundry Networks -- later, this lost dog crates large the love of wall street. In his research the report releases between March, brocade just just begins to rebound from nearly 52 weeks of nadirs of 2.05 dollars. After wherefrom, case of this share price had expanded 3 times above, last week more because buy and hearsay and go up greatly.



Nevertheless, robin ab dvd discovery 4 dicate thinks, the ProCurve of the product that considers this company and HP has the jackknife share that comparative, HP is the optimal person selected that buys Brocade apparently. "IBM more resembling is reasonable hunter. " of course, the view of this analyst also has reservation, he thinks, if IBM bought SUN(JAVA) , criterion they are short-term in undertake trading large-scaly hard, well-known nevertheless, the good work of IBM and SUN is bad was in inscriptions on bones or tortoise shells of the Shang Dynasty (in the hand of ORCL) .



However, the Xiao Pu of Swi dog stairs and ramps ss credit (Bill Shope) believes however, the network that buys Brocade to mean HP has a technology to will get only greatly rich, this can make they are in relatively favorable position between the intense competition with Cisco. A research that Xiao Pu releases in Zhouyi is written among the report, "Say from this angle, brocade dispute often suits HP. Brocade dispute often suits HP..



In addition, still a few other evidence show Brocade and HP will go.



Before this, HP and Brocade had established some kind of connection through investing banking. According to the report, the bank of small-scale special investment of Brocade employ is Qatalyst, this company is before Swiss credit the first Bostonian banker boast spy grand (Frank Quattrone) founds. Qatalyst trades in what Brocade buys Foundry in the center the responsibility that assumed adviser.



This summer is some earlier moment, qatalyst employ Maikeluode (Ian MacLeod) , latter once held the position of global software to invest bank general manager in Gao Cheng. Overcome collect heart deal with in wheat most popular selling dog crates large a certain number of trading in the center, he once sold two companies HP early or late, mercury Interactive evaluate 4.9 billion dollar, opsware Inc. Evaluate 1.7 billion dollar.



Although wall street still cannot be sure who will become the true person that buy finally, but Brocade looks now had been hot. American bank analyst overcomes Lei Ge (Scott Craig) emphasizes, a lot of buy the home to appear possibly potentially, the stock that is Brocade as a result can obtain higher excessive price completely. The Ai Wensen of Bernstein Research (Jeff Evenson) considered to additionally one kind of possibility discusses among the report in its, namely this company incorporates finally with Juniper, make on the market appear quickly company of the 2nd large network.



Altogether, the mastery that is data center market when heart of Chambers, conspicuous and other magnates goes all out when contending for, the position of Brocade has become important and sensitive, can buy them, win the home finally probably namely.

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