Remote Access Server Market Potential for ADSP:
I'm trying to get a handle on the numbers for this market that ADSP is breaking into. I hope that everyone can give me some feedback.
In their report GKN didn't go so far as to write out the calculation for market potential, but if we use their data:
24 port server RASCAL = $11,496/unit
10% of 1998 server market = 300,000 servers
300,000 x $11,496 = $3,448,800,000
These numbers seem to be excessive...any comments?
According to an industry report, quarterly RAS sales are at about $2.4B per quarter. This indicates that we are clearly looking at a huge market.
Does anyone know how negotiations with IBM and HP are going? Looking to buy more ADSP if this story is as good as it looks...
"SCOTTSDALE, ARIZ. (March 9) BUSINESS WIRE -March 9, 1998--In-Stat
released its Q4 1997 Networking Quarterly results for Routers and Remote
Access Servers (RAS) to its customers on February 20, 1998.
RAS sales declined for the second consecutive quarter, but 1997 resulted
in 20% sales growth to $2.4 billion."
THC |
