The Black Box

[wahz]

fwiw, there have been rumors about fnsr for months, I think it makes sense.

BUT

I am wondering if I am missing a good part of the point on fnsr. They are not only tight optically with csco, named csco's optical supplier of the year, their network storage division is very competitive and the network storage companies like brcd and mcdt are being hammered by csco. The link is that csco is obviously the king and they will be using fnsr to hammer....everyone, as they move aggressively into the area

That being the case we don't want it bot