Dell 'Oro says Cisco is no. 1 in directors - ahead of Brocade by a
nose; $68.5 million compared to Brocade's $68 million. But Brocade + McData had $135 million compared to Cisco's $68.5 million suggesting that Cisco has a mountain to climb. in 2003 CEO John Chambers said he expected Cisco to do well over the next 12 months, aiming to attain $1 billion in revenues within five to seven years of market entry. So now its three years later and it's earning a niggardly $68.5 million.

For Cisco to make a mountain of cash in storage it has to do something dramatic.