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Xyratex Ltd. (XRTX) Message Board

  • soulec soulec Feb 19, 2013 3:36 PM Flag

    WST, data hosting centers...sorry no link

    with these new message boards, now no preview of message, Yahoo you disappoint me, I demand good free stuff...you can upload report is you like...some of the transcript...

    "Mr. Daryanani: The big one I would say, at least in storage, has been the deployment of flash as a new storage medium. The flash-centric storage market is expected to go from probably $2 billion this year to potentially $9 billion to $10 billion in the next four years, so that is a new area of growth.

    Depending on how EMC and NetApp can adapt to this market, it could either be a source of further revenue growth or a source of cannibalization for them.

    I think flash in storage is going to be a very disruptive force. You're seeing multiple smaller private and public companies - more private, I would say - that are starting to play in this space in an aggressive manner. So that's the one area I would focus on, and say flash is one that could be fairly disruptive.

    EMC actually acquired a small company called XtremIO in that space to get their presence established, and NetApp for now seems to be going at it on an organic basis with Project Mars, so I'd say flash is the one trend I would watch for on the storage side.

    Beyond that, one of the other things you're seeing, on the server side, that has been disruptive and will continue to be disruptive, is white box OEMs. So the big Web 2.0 companies, the Facebooks (FB) and Amazons (AMZN) of the world, have been and are increasingly using Asian ODM companies to manufacture their servers, rather than going to the traditional IBM, HP, Dell. That certainly has resulted in some large and material challenges for those three server companies in their business lines...

    For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online."

 
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