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Technology Stocks : Crossroads - CRDS -- Ignore unavailable to you. Want to Upgrade?

To: William F. Wager, Jr. who wrote (106)	2/23/2000 9:34:00 PM
From: BostonView	Respond to of 164

This is an excerpt from a recent interview with Brian Smith, CRDS' CEO: TWST: What are the greatest opportunities for Crossroads Systems over the next several years? Is there a chain of events that could lead the company to really beat expectations? Mr. Smith: IDC and DataQuest have their opinions on what the growth is for this market segment going forward and 70% to 100% range of compound annual growth rates for the next four years is what they are saying. We see growth rates certainly that could exceed that, kind of three key areas that we are focusing on, what we call our router business along with some software elements that we're adding to it. This is a very aggressive growing business in the next five to seven years, so the adoption of this networking field, the storage area network for enterprise customers is really going to drive the adoption of routers that enable key applications like LAN - free backup and storage and server migration. The second element is really the wide area networking element that we are adding, which is that customers have a desire to have a copy of their data remotely, so they want to have business recovery capabilities or disaster tolerance in their enterprise architectures. We believe that they are going to use our wide area networking routers to connect their storage area networks together over large geographies. In other words, when the value of data and the size of the data grow, there's going to be a need to move it around more in the wide area network. And we're doing that. Lastly, we're working on some technology that Intel started out developing called Infiniband, which is a next generation I/O interconnect technology which really solves some key bottlenecks that are a lot closer into the server. We have some routing technology that we're applying to that space and believe that that will continue to grow us over time. Those are really kind of three key areas that we're focusing on right now. archive.twst.com BV