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Sprint Puts Cisco to Test: Page 4 of 4

"In aggregate, our sources believe Cisco's technology will be very competitive on a functional basis and voice excitement on the network management capabilities," writes Montague, in a note to investors yesterday.

RBC says Brocade and McData will have to counter Cisco's incursion "with scorched-earth pricing maneuvers that disrupt Cisco's initial attack and test the invader's conviction... Though duct tape and flashlights may not be in order, in our view, Brocade and McData investors are advised to prepare for hazardous duty as the conflict ensues."

Todd Spangler, US Editor, Byte and Switch