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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: J Fieb who wrote (28376)2/13/2001 5:43:50 PM
From: Gus  Read Replies (1) of 29386
 
Thanks, J.

How many FC-9000 did they ship? 2x 3rd Q. About 95 units


FC9000 (64-port directors)

2Q2000 - 35
3Q2000 - 65
4Q2000 - 95

Total   195 units


Many directors haven't been blown out to full expansion

This follows the same pattern as Connectrix and McData. Customers plan their storage networks around their server deployments so they typically set up the network by switch type -- core director switches, edge fabric switches -- and populate the directors as they become more familiar with the any-to-any connectivity of a SAN.

McData and Connectrix utilize 4-port cards (~$4-5,000 each) while Inrange and QLGC use 8-port ($8-10,000 each) I/O modules so customers end up buying the chassis with some ports and then just adding more ports as they go along. As mentioned, IBM has a major mainframe upgrade cycle underway and all the server vendors have high-end offerings as well.

More later.
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