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Cisco Call Puts SANs in Storage

The latest word on Cisco Systems Inc. (Nasdaq: CSCO) SAN switches during the companys quarterly earnings report was... no word at all (see Cisco Delivers, Sees 5% Growth in Q4).

Storage barely came up during Cisco’s earnings call on Tuesday night after the market closed. No numbers were given, nor were future expectations discussed. Granted, storage is a small part of Cisco’s overall business, but in the last few quarters CEO John Chambers gave indications of Cisco’s SAN switch progress.

In February, Cisco broke out its storage numbers for the first time when it reported $40 million in revenues ($30 million in that quarter and a $10 million backlog from the previous quarter) and approximately 540 customers (see Cisco Storage Growing Up). In the previous quarter, Chambers admitted Fibre Channel switch sales failed to meet targets due to manufacturing and supply issues, as well as a lengthened sales cycle (see Cisco Still a Kid in Storage).

On Tuesday, there was nothing about storage sales. Cisco lumps storage with five other segments in Advanced Technologies. Overall, Advanced Technologies grew 13 percent sequentially and made up 16 percent of Cisco’s revenues for the quarter. CEO John Chambers said three advanced technologies -- security, wireless, and IP telephony -- reported significant growth.

It was a quiet day on the SAN switch front for Cisco, while its main competitors, Brocade Communications Systems Inc. (Nasdaq: BRCD) and McData Corp. (Nasdaq: MCDTA),
announced OEM deals with major storage vendors (see IBM, Brocade Tie SAN Knot and EMC, McData Make a Connectrix).

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