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Technology Stocks : McData (MCDT)
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To: Gus who started this subject8/14/2000 12:27:25 AM
From: Gus  Read Replies (1) of 234
 
Random notes from various McDATA presentations:


McDATA's IBM Revenue Summary:

1994 $ 24M
1995 146M
1996 175M
1997 184M
1998 205M
1999 230M
2000 (est) 300M


Reselling VS OEM

1) allows IBM to capitalize on McDATA's testing
2) less time required to take advantage of new features/functions
3) reduces the IBM support processes and support functions involved in decision-making

Market Positioning

1) IBM wants to leverage Mcdata's reputation in the enterprise space.
2) Market recognizes McDATA as Connectrix manufacturer.
3) IBM can take advantage of McDATA's interoperability testing.
4) McDATA has ability to support wider range of solutions.

Summary of IBM-McDATA relationship:

1) McDATA selected as the supplier and developer of ESCON Director.
2) McDATA selected as the supplier and developer of FICON device to connect to S390 FICON channels.
3) McDATA has selected IBM Global Services to provide services for its FICON customers.
4) McDATA's ED-5000 selected by IBM as the Enterprise Director SAN solution for Open Systems.
5) McDATA developing education alliance with IBM Learning Services.
6) McDATA developing professional services alliance with IBM Global Services.


Technology Adoption Curve:

ESCON - 1991 to 1994
Fibre Channel - mid-1998 to end-1999

FC hub and switch market

2000 2002
Director $197M (37%) $1.0B (50%)
Switch 186M (35%) 660M (33%)
Hub 149M (28%) 340M (17%)

Total $532M $2.0B

Source: IDC 2/00 report.

Note: McDATA to extend large scale presence into mid-range and low-end with new offerings in 2000.

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