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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: George Dawson who wrote (23486)7/26/1999 1:31:00 AM
From: Kerry Lee  Read Replies (3) of 29386
 
I believe the more relevent issue in the short term is WHO has the largest installed base of Fibre Channel/SAN systems to-date? I have heard a rumor that since the inception of Fibre Channel, Sun has taken over 80% of the fibre channel drives made by Seagate who until Fujitsu enters the FC arena, is/was the only disk drive mfgr who makes/made FC drives.By inference, therefore, it stands to reason that THE largest FC/SAN OEM customer over the next 6-12 months is SUNW. IBM is no doubt a very large POTENTIAL FC/SAN OEM, but what is their current installed base of Fibre Channel customers?

George, if you or anyone else has some other factual industry data on Fibre Channel sales from someone who follows the FC industry like EMF Associates or IDC, please post. Thanks.

PS - Ashok Kumar and Paul Mansky from Piper Jaffrey did an excellent research report on ANCR which was published on July 22, detailing in their report the competitive landscape and projected FC switch market out to 2002. It is interesting to note that PJC forecasts FC switch market dollar revenues to grow from $33.8 million in 1998 to $122 million in 1999 to $430 million in 2000 to $1.24 Billion in 2001 and $2.26 Billion in 2002, a CAGR of 112%. They list IDC and USBancorp Piper Jaffrey as the sources.
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