CMNT seems to have recast itself recently. Storage as a sector, is about 3 years behind the recognition of Optics as a sector. CMNT doesn't have the revenue growth that gets you the attention that you need to get a lot of traffic. Perhaps we are early to the party, or perhaps there won't be one.
I'm in for a while, and thanks for posting.
Gus, we need your input on the NT release. Competition, or validation of the market?
Nortel Networks OPTera 5200 enables storage service providers (SSPs) to connect Fibre Channel SANs across distances up to and beyond 100 km, making ``Metropolitan SANs'' possible. Using dense wave division multiplexing (DWDM), OPTera 5200 can aggregate up to 32 separate data channels over a single fibre and transmit this information over 100 km. This dramatic decrease in the cost of native rate Fibre Channel interconnection enables corporations' SANs to be built seamlessly over metropolitan networks, and underpins the business models for new Storage Service Providers (SSP).
SSPs now have the bandwidth necessary at the right price to provide storage, backup, archive, and disk mirroring services for resource-strapped IT organizations. According to IDC, the SAN services market is projected to grow almost 120 percent (CAGR) from 1998 to 2003.
That growth rate is greater than the growth in HBA, greater than the growth in regular switches and even greater than the growth in director class switches! Can CMNT ride the wave? |
