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Brocade Would Be a Jewel for Lots of Players

By Jim Cramer

 About this article:
 Unless you were an arbitrageur, you could argue that Brocade should be sold right here, right now. That's typically how I would view things. But Brocade feels a lot like Data Domain to me, where you ended up having a bidding war for the company between NetApp and EMC , a war won by the latter. There is a difference, though -- Data Domain had a really good storage business but was not strategic. Brocade is the opposite. Right now Hewlett-Packard and Oracle have been mentioned as possible suitors, but I don't see how Juniper , Dell and IBM can ignore this property. They all need it. If there is no Brocade, then the original-equipment makers have no alternative. They can't go to Cisco , can they? That would be dreadful for them. They are all trying to blunt Cisco. Brocade was...

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