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To: Nine_USA who wrote (12630)	11/23/1997 10:33:00 AM
From: George Dawson	Read Replies (2) \| Respond to of 29386

Herb, Do you see a 1 Billion dollar market in switches? Figuring $30K/switch that's about 33,000 switches. I think that there is strong evidence that this is hype, primarily from limited sales so far and the fact that nobody seems to be speculating on switch and adapter companies, although with Brocade not being a public company this information is more limited. Does anyone know if the switch companies have the capacity to produce this many switches? My guess is that they would actually have to produce many more switches, since I am sure that OEMS would get a better price.

To: Nine_USA who wrote (12630)	11/24/1997 9:15:00 AM
From: Craig Stevenson	Respond to of 29386

Herb, I found this article last week, and I don't think it has been posted here. It is from the November 17th issue of Electronic Engineering Times. techweb.com "Along with the Fibre Channel interface, IBM is also offering UltraSCSI and Serial Storage Architecture interfaces. The UltraSCSI link is expected to be the biggest seller." "I believe we'll see a gradual increase in Fibre Channel, with volume going up in the second half of next year," Bhat said. "Right now, the big move is from UltraSCSI to low-voltage differential SCSI, which will also happen next year." In addition to IBM now starting to embrace Fibre Channel, the interesting thing to me is that a lot of industry players are talking 1998 for Fibre Channel storage. (Especially the second half of 1998.) Craig