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To: Craig Stevenson who wrote (12621)11/21/1997 5:18:00 PM
From: Earl Jones  Read Replies (1) | Respond to of 29386
 
Craig,
Where did the 1998 estimates for FC switch and adapter size come from? Given that these figures are touted from reputable sources, I am completely at a loss as to the inattention shown to ancor by the street. There's only so many ways you can slice up $1B in the switch market given the number of competitors. I have to believe that the price and performance leader will fare well.

Earl



To: Craig Stevenson who wrote (12621)11/23/1997 10:16:00 AM
From: Nine_USA  Read Replies (2) | Respond to of 29386
 
<I've heard numbers between 1 and 6 BILLION for adapters, and as high as 1 BILLION for switches>

I would like to see estimates for allocation of 1998 adapter revenues
among the primary and secondary size adapter vendors.


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