Herb, that's good about Sun and Ancor, but Ancor isn't exactly burning up the fibre channel switch sales channels, with sales running in the low single digit millions per quarter. I believe that McData is much bigger than that. I think it's time to find a breakdown of who's doing what in storage sales, per month, quarter, year, in 390, NT, Unix, in cross platform, etc. Sun and Dell are making a lot of noise as if they're going to eat somebody's lunch. I doubt it. I may be able to get some such numbers this week. From SI profiles:
Ancor Communications, Inc. provides GigWorks(TM) high-performance storage and data-intensive network
solutions based on Fibre Channel technology. The company was the first to deliver a Fibre Channel switch,
and the first to top the one-gigabit performance level. Ancor is a member of the Fibre Channel Association,
the Storage Network Industry Association, the ANSI Standards Committee and the University of New
Hampshire Fibre Channel Consortium to promote the advancement of Fibre Channel standards and
interoperability.
Recent Quarter Results (Earnings Release: April 28)
Quarter Ending
03/31/97
06/30/97
09/30/97
12/31/97
03/31/98
06/30/98
09/30/98
12/31/98
Revenue
(millions)
1.8
2.1
3.4
0.6
1.0
0.1
0.2
3.0
Net Income
(millions)
-1.8
-1.8
-2.5
-3.7
-2.8
-7.3
-3.1
-1.4
Net Profit Margin
-99.7%
-87.3%
-71.6%
-627.2%
-265.4%
-5329%
-1355%
-47.4%
Shares
Outstanding
(millions)
10.4
10.7
11.0
11.7
11.9
11.9
13.7
21.3 |
