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.

Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Pirah Naman who wrote (7158)	1/24/2000 6:48:00 PM
From: David Evans	Respond to of 10309

Do forget that is a dataquest estimate, and is dealing with intelligent storage available, which is not necessarily I20. (not by any stretch really, as I20 didn't exist previously, and that graph goes back 4 years) I wouldn't use that graph for anything other than showing the general direction of servers & storage Dave

To: Pirah Naman who wrote (7158)	1/24/2000 7:01:00 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Pirah, media.corporate-ir.net Here is my interpretation, purely based on the link you posted. This chart is an estimation of the potential market for I2O enabled computers, which is the sum of servers and workstations. If you sum up the blue bar with the green bar, you get the red bar. The chart is confusing that I2O didn't start being used until recently, so the 1996, 97... numbers meant nothing. But the chart does show that future growth for I2O enabled machines is high. Any different interpretation of this chart? James, can we do a projection on I2O sales based on this chart? What do you think is the average number of I2O devices per workstation/server? Let's say..... by 2003. Khan

To: Pirah Naman who wrote (7158)	1/25/2000 3:53:00 PM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Pirah, The numbers in the graph are Dataquest numbers not WIND numbers. Also, they are quite conservative. There are other more aggressive estimates like that from Intel which predict a 20X increase in servers over the next 5 years. That's a 65% increase y/y. Message 11923652 According to the graph 4.8 million servers/workstations were shipped in 1999. Only a small percentage of these would have had iRAID. As time goes by this percentage will increase as will the numbers of servers/workstations shipped. iRAID is not the only application which uses I2O. There's also InfiniBand, iLAN (intelligent LAN) and much more. Click on the link below and then click on "other applications". intel.com Regards JC.