RE: SAN DIVINE!!!!o-m-god, how far we have come since that idiot kept calling the ceo "craputo". now we are using the word devine. man money makes us crazy.
my gut is getting good though...i called this a few days ago if you recall. shoot, it was an easy call, good signs all over the place. I am stuck on the one great sign which is Cisco is # 2 in this space and we are number 1.
what that means is that even if these guys don't make it on their own big time (which is unlikely), they will still be a huge take out target by one of cisco's competitors, juniper, brocade, avaya, etc and it aint gonna come cheap.