Dear Bob the Beaver,
What's McData Corp.'s (Nasdaq: MCDTA) virtualization strategy?
McMan
Dear Mack,
It's nonexistent. McData's gonna need one, and soon, if it wants to keep up with Brocade Communications Systems Inc. (Nasdaq: BRCD), which is acquiring Rhapsody Networks, and Cisco, which has Andiamo Systems Inc. However, one industry consultant tells me that what's more important than so-called virtualization services in the near term is inter-SAN connectivity -- and here, he says, an eye-catching target for McData would be SANcastle Technologies Inc. Buying SANcastle would instantly give them an answer to Cisco's Virtual SAN technology and Brocade's i-Switch, although I'd add that Brocade now says it may not deliver the i-Switch until 2004 (see Cisco's VSANs: Hype or Innovation? and SANcastle Retreats to FC Kingdom).
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