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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: J Fieb who wrote (3501)	6/27/2001 5:33:39 AM
From: Gus	Read Replies (2) of 4808

Brocade, Emulex and McData presented yesterday at Thomas Weisel's Growth Forum. Brocade: Reyes predicted that an OEM agreement with Sun will happen. What's wrong with this picture? A switch vendor that still has problems with elementary high availability expecting an OEM agreement with the dominant Unix vendor that has well known problems with high availability and peak performance levels? Time for the Q to throw around some elbows. veracast.com Emulex: Despite having the most expensive HBAs in the market, it has gained market share each of the last 2 years. Yet another sign that quality is crucial. IBM became top OEM last year. Price delta between 1 Gbps and 2 Gbps HBAs to disappear quickly. Gating factors: 2 Gbps enabled switches, servers and storage systems. veracast.com McData: Surprisingly good demand for 32-port fabric switches from customers currently requiring 18-24 ports plus expansion room. 64-port director switch already runs at 2.5 Gbps internally so the transition of the entire product line to 2 Gbps later this year should be relatively smooth. McData appears set with its 9-16-32-64 building blocks for the balance of the year with new software features to be announced in the next few weeks. Larger port-count 2 Gbps directors tentatively due 1H2002. Typical initial sales cycle for fabric switches is a couple of weeks. Typical initial sales cycle for directors is around 6 months with at least one taking 3 years. The difference lies in the high-level approvals required for directors (strategic) and the lower-level approvals required for fabric switches (tactical). Typical customer planning window for SAN deployment is 3 years and phased deployment appears closely linked to the procurement cycles for servers, storage and applications. McData currently modeling migration of ESCON installed base -- McData (1M ports) vs Inrange (130,000 ports) -- at a rate of 10% to 15% a year. For reference, around 50% of IBM Shark shipments (MRQ: ~$300M) are still based on ESCON. More than 50% of all corporate data are still stored in mainframe environments. veracast.com

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