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 : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Nordgren who wrote (377)	2/23/1998 2:20:00 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

ITEM: IDC Fibre Channel Market Outlook: biz.yahoo.com Despite Early Impediments, Fibre Channel Will Make a Major Impact on the Worldwide Storage Systems Market According to IDC NT Disk Storage Revenues Experience 70 Percent Growth from 1996 to 1997 FRAMINGHAM, Mass., Feb. 23 /PRNewswire/ -- Throughout 1997, a whirlwind of marketing hype and accolades surrounded the emergence of Fibre Channel solutions in the worldwide storage systems market. Despite high expectations, Fibre Channel didn't truly take hold in 1997, and SCSI-based products remained dominant. According to International Data Corporation (IDC), component stability and interoperability have come slowly and with great effort, thus hampering whole-hearted acceptance of Fibre Channel technology. ''Most suppliers are taking a slow and cautious approach to phasing in Fibre Channel products,'' said John McArthur, IDC's director of Storage Systems. ''In time, the transition on the upper interface from SCSI to Fibre Channel-based external storage systems will smooth itself out.'' Fibre Channel is expected to capture 50 percent of the external open systems disk storage market by the end of 2000. The worldwide Unix disk storage system market reached $9.5 billion in 1997, growing approximately 20 percent from 1996. The top five suppliers -- Sun, IBM, HP, EMC, and Digital -- combined to generate two-thirds of overall sales; however, increased sales of Windows NT-based systems did hamper Unix expansion. IDC's research, 1997 Storage Systems Year in Review, shows Windows NT is the fastest growing operating system segment of the disk storage market. NT realized astounding 70 percent growth from 1996 to 1997 and is expected to exceed NOS market revenues in 1998. Compaq was the number-one NT supplier with revenues of $1.1 billion, followed by Digital, HP, and NCR. Worldwide Market Highlights -- Fibre Channel products hit some bumps in 1997, but a meaningful adoption is imminent. -- Unix and Windows NT experienced healthy revenue growth of 20 percent and 70 percent, respectively, from 1996 to 1997. -- The NOS market grew 4.6 percent to reach revenues of $3.5 billion in 1997. -- The S/390 market declined 15 percent to $3.1 billion in 1997. -- Data sharing and data replication grew as important forces driving investment and revenues. After years of tremendous growth, Unix and Windows NT revenues will begin to moderate in 1998. Although revenues may experience a slow down, Unix, Windows NT, and NOS will consume 75 percent of overall revenues by 2001. To order a copy of 1997 Storage Systems Year in Review (IDC #B15342) contact Cheryl Toffel at 508-935-4389. About IDC Headquartered in Framingham, Mass., International Data Corporation provides IT market research and consulting to more than 3,900 high-technology customers around the world. With a global network of 300 analysts in more than 40 countries, IDC is the industry's most comprehensive resource on worldwide IT markets, products, vendors, and geographies. IDC/LINK, an IDC subsidiary, researches and analyzes the home computing market, leading-edge technologies in telecommunications and new media, and the convergence of computing and consumer electronics. IDC's World Wide Web site ( idc.com ) contains additional company information and recent news releases and offers full-text searching of recent research. IDC is a division of International Data Group, the world's leading IT media, research, and exposition company. All product and company names may be trademarks or registered trademarks of their respective holders. SOURCE: International Data Corporation

To: Douglas Nordgren who wrote (377)	2/23/1998 6:03:00 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 4808

NEWS: Brocade Appoints Victor Rinkle Vice President of Operations biz.yahoo.com Addition of Former Apple Computer Vice President of Global Supply Base Management Demonstrates Brocade's Ongoing Preparation for Rapid Growth SAN JOSE, Calif.--(BUSINESS WIRE)--Feb. 23, 1998-- Fibre Channel industry leader Brocade Communications Systems Inc. Monday announced the appointment of Victor Rinkle to the position of vice president of Operations. Rinkle reports directly to Bruce Bergman, Brocade's president and chief executive officer. Rinkle brings to Brocade over 20 years experience in high volume manufacturing, encompassing the full scope of the computer industry including semiconductor, disk drive and computer companies. At Brocade, his responsibilities include procurement, complete order fulfillment, manufacturing engineering and management, capacity and materials planning, and quality assurance. ''Brocade has experienced incredible growth in the past year, having recently shipped our 1,000th SilkWorm Fibre Channel switch,'' said Bergman. ''Vic's background in growing and managing a multi-billion dollar company's operations will greatly benefit Brocade as we increase our customer base, expand our product line and greatly amplify our production capacity in 1998.'' For the past 14 years, Rinkle worked for Apple Computer, where he most recently held the position of vice president of Global Supply Base Management. Previously, he held a variety of senior positions in procurement, planning and plant management, including director of Materials at Conner Peripherals, and vice president of Materials at Micropolis Corp. About Brocade Communications Systems Inc. Brocade's primary focus is to help customers build gigabit Fibre Channel fabrics, enabling them to optimize connections between data storage and enterprise servers, and to design high-performance, scalable data center backbones. Brocade has headquarters at 1901 Guadalupe Parkway, San Jose, Calif., 95131. For more information about Brocade, check out the company's World Wide Web site at brocade.com, or contact Brenda Christensen, vice president, Marketing, at 408/487-8123 or via e-mail at info@brocade.com.