TM,
While I'm not normally a defender of the previous regime, I think it is safe to say that one of the reasons that Ancor was not successful in the past is simply that the LAN side of the Fibre Channel market wasn't big enough. (The storage side didn't even exist a couple of years ago.) Even now, without the prospects of storage revenue around the corner, I do not think Ancor could achieve profitability, no matter what management team was in place.
In the past, Ancor took a shotgun approach, trying to get their Fibre Channel gear into a multitude of markets, but none of them was large enough to support the high development costs. Fibre Channel storage should change all that, bringing higher volume to this space. Now, instead of pushing the technology down customers throats, customers actually have a need for the technology, and see it as a solution to their problems which can't be adequately addressed by other technologies. That is a HUGE difference.
Craig |
