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To: Roy Sardina who wrote (13289)	12/21/1997 1:45:00 PM
From: George Dawson	Respond to of 29386

Roy, I don't doubt that a product that includes the price of an FC switch may be at a competitive disadvantage - but I think the issue is systems, particularly SANS. It is fairly easy to make the argument that many high end users are better off with an FC switched SAN than other technologies. Improving the bandwidth though WANs only increases the need for these applications. The questions I can't find the answers to are: 1. How many of these potential customers/integrators are out there? 2. How much is a very low number of switches? I think numbers in the order of magnitude of hundreds to low thousands for several years is possible. Brocade is clearly saying they are planning to do this in 1998: Message 2832412 Are you saying this is not accurate? George D.

To: Roy Sardina who wrote (13289)	12/21/1997 6:50:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

Roy, thanks for your comments. BTW- how do you view these comments from the Morgan Keegan analyst. Since he didn't break out switches vs hubs what's your take ? If the ASP of a switch is $12- $20k, as you suggest, this would seem to imply a large number of switches if it is even within an order of magnitude of being on target. Do you feel that Sequent will be unique in its penetration of this market or do you think that some of the other OEM's also see a large opportunity here ? Out of curiosity, how many "hub ports" do you think have been sold to date, and what do you forecast for number of hub ports in 1998 ? Thanks again, and best of luck with G2. Neil >>Montague described a three-tiered Fibre Channel market, encompassing adapters, hubs and switches. Adapters, with close to $6 billion in 1998 sales, will encompass the lion's share of the marketplace. Switches, meanwhile, should rack up $1.1 billion in sales, reflecting the growth of switched fabric deployments, an important element in storage area network strategies.<< Message 2767322

To: Roy Sardina who wrote (13289)	12/22/1997 12:13:00 PM
From: Bradley W. Price	Read Replies (1) \| Respond to of 29386

"The reason ports of hubs sell well is there price." Roy, thanks in advance for your contributions to this board. It is really nice to have some true insiders to bounce ideas off of. I agree that switches are for high-end applications - like data centers. You mentioned earlier that G2 was selling a hub at $499. Does this price include the optics, and if so, fibre or copper. If not, what would an average configuration price out to be. Does your hub have A/L capability? If so, what is the maximum amount of storage that can be hung off of one. I am trying to get an idea what the target configurations are for hubs, after which a switch would be required. bp