I think the real point is that we might be witnessing a market disruption point. Brocade / Foundry is not nearly as serious a threat as Juniper / Woven might be.

Brocade will flog Foundry to their storage customers, but Networkers nmight walk away, especially service providers who rely on Foundry for cheaper alternatives to Cisco - Brocade will look to charge a premium for their Storage equipment and features, will this translate for data networks ? Will a merger of storage and data networking achieve cost savings and new business ?

Now Juniper could move into this space, and potentially even penetrate the Enterprise to some extent. What if they bought Woven or Force 10 ?

I am thinking its the market disruption that Cisco will be managing and attacking, not the rise of Brocade.

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