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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Douglas Nordgren who started this subject12/11/2001 10:52:19 PM
From: David A. Lethe  Read Replies (3) of 4808
 
I was at the Storage World Conference show in SJC today ... of interest to the few people still holding on to BRCD, is that they are supposed to ship their first batch of Silkworm 12000s this week for evaluation. Four companies getting them. (This info did NOT come from a BRCD rep, but one of the speakers who I won't name)

Other tidbits
* BRCD did not exhibit or even sponsor (McData did both). BRCD did, however, send Camden Ford their Marketing Mgr. to sit on one of the panels. I blew that one off so can't comment on it.
* The four "companies-to-watch" named by the conference organizers are BlueArc, YottaYotta, LeftHand Networks & Nishan Systems. BlueArc is shipping and making money with their lightning-fast hardware. Speeds and feeds available on line and it was benched by 3rd party. EMC still in denial ;)
* YottaYotta isn't shipping yet. Lefthand & Nishan have been for a while.
* TCO is now #1 on the list of what people want.
* Got a few chuckles from a roundtable where George Mele w/EMC and Tim Logan, VP of DataCore had strong differences of opinion -- go figure. If it hadn't gotten cut short for time, I would have bet that the guy from EMC would have punched Tim's lights out ;)
* Most of panelists said iSCSI really "a few years away".
* NetApp and others big on DAFS.
* Infiniband is still a wait-and-see. Not much R&D being spent on it by mainstream HW vendors.
* The SSP model is dead. They were the latest victims of too much hype and too much overhead. The few that survived are selling software and management services.
* Growth looks to be around 1% for the year, factoring in 9-11 events.
* Flat sales expected for Q1, significantly picking up on Q2.
* Q3 looks to be pretty good, and when things get back to normal. This could be accelerated if Pres. Bush's economic package gets signed off. (Buried in there is a provision to allow 3-year accelerated depreciation for computer hardware.)

Thats it - David
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