Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Greg Jung who wrote (66852)	8/27/1999 11:14:00 AM
From: richroni	Read Replies (1) \| Respond to of 132070

Greg, (WAG - please supply your revenue target) Figures supplied by International Data Corp. indicate that the fibre channel switch market could be worth 558 million in 2000, $1.1 billion in 2001 and $1.7 billion by 2002. Ancor has stated that they will be disappointed if they do not get 30 - 50 % of that market. Indications, then are that they will generate $167 million to 280 million in 2000 and twice those amounts in 2001 etc. every big corporation is your competitor, and they can re-define the standards away from your patents Fibre Channel is an open standard. That's one of the reasons for its success. Companies that manufacture propriety products will not succeed in the SAN market. so technology competence isn't a defence, for anyone Perhaps, for the answer here, you should look to 3Com's experience in their aborted attempt to make their own fibre channel switch.