K: You are right, and I can't help but wonder if you your efforts on this board didn't wake them up. Wilf had everyone up there, and he let his associates do more talking than they ever had in the past. I don't just say that the Symbios purchase is great just to spite you, but I honestly believe that it will turn into a superior purchase because of the five fold synergies of increased overseas penetraton for Symbios, ability to access Gresham for .25 chips (obviously not all need .25), broader product array which increases Fibre Channel penetration, the relative lack of competition from ADPT at the server end (although I don't see where that is that much of a stretch for ADPT), and the incredible growth in NT storage business the next three to five years.
LSI sees storage as the fourth horseman that is being added to its previous troika of communications, computers, and consumer. The 30% coreware figure is also impressive, since this area promises to grow in the future. If I had a reservation, I would be interested in how Kurlak crunches the networking numbers. Yeah they were greater, but relative to other competitors how great. I loved Wilf's comment about IBM not being a price competitor, just a quality competitor. That truce should remain in tact for a long time. |
