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Component Makers Plan Storage Growth: Page 3 of 3

Vitesse began considering getting into storage-networking parts as early as 2001, trying to bolster revenues in the face of the telecom downturn. But the vendor never developed its Fibre Channel chips beyond 2-Gbit/s. Now, freer to home in, perhaps it will pursue the market for faster solutions.

All these developments offer evidence, if more is needed, that storage networking demand is robust. Further, since chipmaker announcements typically predate finished products by about 18 months, it's clear we're in for a host of announcements around SAS and 10-Gbit/s Ethernet in 2008. In any case, storage is going strong and we can expect to see some interesting developments in the coming months.

  • Applied Micro Circuits Corp. (AMCC) (Nasdaq: AMCC)
  • LSI Corp. (NYSE: LSI)
  • Vitesse Semiconductor Corp.