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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Gus who wrote (3613)8/4/2001 10:15:13 AM
From: J Fieb  Read Replies (4) of 4808
 
Gus, Many regular readers will be interested in any infoyou have on EMC's spyder? Thanks in advance.....

Excerpt....

The Spider At EMC:
Our recent due diligence on the revenue potential of the "Spider" program
at EMC has provided surprisingly positive results. This project centers on
the opportunity to replace the current 2-port Fibre Channel adapter design
for the Symm 5 platform with an adapter that uses Fibre Channel switch
silicon to deliver 8 ports. The resulting design would provide a dramatic
increase in the connectivity available for each Symm 5, as well as some
impressive new availability features within the Symm 5 architecture.

We now estimate that Spider adapter attach rates for the Symm 5 in SAN
attached environments can approach 30% to 50% by mid 2002. Using an
approximate estimate for Symm 5 SAN attached units shipped in 2000, Spider
adapters per Symm 5, and per port pricing for Spider adapters, we now
estimate that Spider adapters are a $20 million to $180 million
opportunity
at EMC in 2002. Our current mean expectation for 2002 is $75 million.

Though we continue to believe that Brocade Communications Systems (Nasdaq:
BRCD; B-Agg; $37.70) is best positioned as primary source for the Spider
program, we also sense that QLogic Corporation can capture a meaningful
portion of this opportunity as the second source vendor. EMC appears
increasingly committed to using multiple vendors for all of its Fibre
Channel
programs.

Can you help us understand this info? Did they get it right?
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