K, the article which casts a "jaundiced eye" on the Symbios deal ("LSI Logic buys Symbios; analysts question move -- Entering a market hit by
declining ASPs: I have some counters against it.
But several observers asked why LSI would enter a market that is being pounded
by declining ASPs on the consumer side, and is dominated by the likes of Adaptec
Inc., IBM Microelectronics, and Lucent Technologies Inc. at the high end.
Pounded by declining ASP's on the consumer side? This is not applicable. If Symbios sells anything to the consumer side, it's not appreciable. They sell to the workstation and server vendors.
Oh, I just noticed that, later in the article, the author says exactly what I just did:
Symbios, based in Ft. Collins, Colo., is a leading supplier of SCSI and Fibre
Channel chips and board-level products for high-end servers and workstations,
Dominated by Adaptec, IBM, Lucent? To further make themselves ludicrously incapable of disseminating the right information, they fail to mention the leader, which is EMC. They also fail to mention that the workstation and server storage market is expected to grow faster than WS's and servers themselves. In their own right, these are not going to be shabby at all. One example is the growth expected for NT servers:
High end machines are on a major increase trend. 2 million NT
servers sold in 1997, 8 million projected for 2001. I apologize for not having a link for this prediction. It is getting more generally accepted, however, that NT is going to supplant a ton of UNIX applications in the next few years. Symbios is getting entrenched as a leading storage supplier to NT servers. Again, storage is supposed to grow faster than the CPU's it supports.
I still like it.
Tony |
