SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Craig Stevenson who wrote (12704)11/29/1997 11:58:00 PM
From: Bradley W. Price  Read Replies (1) of 29386
 
Craig, re: your est for Brocade:

<Here is the way my numbers look:

12,000/16 ports = 750 switches * $30K per switch = $22.5 Million.
15,000/16 ports = 937 switches * $30K per switch = $28.1 Million.>

I would guess you need to divide this by half to reflect OEM pricing based on what Kerry has told us.

The quantities also correspond to what I think I remember someone saying from SQNT conference call - that they had shipped about 300 systems. I also remember someone saying you could have up to 8 switches, although this would be a very high-end system.

bp
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext