As a supplier to OEMs, Engenios performance depends on how well its partners sell its systems. Two partners worth watching are IBM Corp. (NYSE: IBM)
and Sun Microsystems Inc. (Nasdaq: SUNW). Most of Engenios revenue comes though IBM, and Engenio added an OEM deal with Sun in late 2004 (see Engenio's Sun Rises).
IBM resells Engenio as its midrange DS4000 SAN system, but recently added its own midrange system, the DS6000 (see IBM's New Shark Tale and IBM Still Loves Engenio).
The DS4000 was a strong seller for IBM last quarter, but that could change when volume shipments of the DS6000 begin in March (see IBM Denies Slipped Ship Date).
We had our biggest IBM quarter ever, Engenio CEO Tom Georgens says. Momentum around the product appears strong and IBM has made public statements about future add-ons to the DS4000 family.
As for Sun, Georgens says the StorEdge 6130 midrange system it gets from Engenio just started shipping in November and its too soon to anticipate significant revenue. But the Sun relationship goes beyond the 6310. Engenio will co-develop future Sun products, and 40 Sun engineers joined Engenio as part of the deal.
Overall, LSI Logic reported $420 million in revenue last quarter, which is up 10 percent sequentially although still down 9 percent from last year's same-quarter revenue. The company reported net income of $15 million or $0.04 earnings per share (EPS), down from $25 million or $0.07 year-on-year, but up from a loss of $25 million or $0.07 last quarter.
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