Here's a great piece on virtualization comparing appliance vs. network/switch based virtualization.
At a recent analyst meeting, Brocade executives did outline future strategies and talked about how they see the duopoly-SAN-market.
You can find the complete slides here and a good comment on the presented ideas and statements here.
Do you have hundreds, maybe thousands of SAN ports in your enterprise? And store TBs and maybe PBs of information? Then maybe you can be a contender in the "Worlds biggest SAN" contest!