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Brocade & Cisco: Who's Out of Order?: Page 2 of 5

The upgrade helped push Brocade's shares up 20.2 percent for the day, closing at $7.26.

However, Cisco heatedly disputes a key portion of Roy's analysis -- namely, his assertion that there are performance problems with Cisco's Fibre Channel switch. Roy writes:

    We understand that while the [Cisco MDS 9000] switch works, its error rate is much higher than Brocade's or McData's. It seems that the active crossbar could be causing frames to arrive out of order. While the system will recover via SCSI retry, performance takes a major hit.

Cisco is convinced that this information -- or misinformation, as the case may be -- about its switches originated with Brocade. "We'll take the high road and assume it's a misunderstanding of our architecture," says Paul Dul, product line manager for the MDS 9000.

In fact, these details about Cisco's switch did come directly from Brocade, as Brocade acknowledges. (Merrill Lynch's Roy could not be reached for additional comment by press time.) But Ron Totah, technical marketing manager at Brocade, says it's not a misunderstanding: He says there are some serious issues Brocade has identified with out-of-order frames -- as well as dropped frames -- in its own testing of the MDS 9509 and 9216.

"On different tests, it seems to exhibit certain problems," Totah says. "It's not surprising -- it's a 1.0 product."