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Gagging on the Hand That Feeds You: Page 2 of 2

IDC's analysts have apparently been working hard to reset their thinking. It's not a question of whether their new forecast is right; it is a question of integrity. IDC has exercised unusual integrity in an industry that barely knows the meaning of the word. If anything, their projections tend to be overly optimistic.

So whose numbers are better Brocade's or IDC's? Hmmmm.

Ashok Kumar is a managing director of U.S. Bancorp Piper Jaffray