Byte and Switch Well get to Pirus later, I promise. But first, tell us when you think the explosion is going to happen in storage networking.
Baldwin: Its happening as we speak, its the theme for 2001 to 2005.
Brocade Communications Systems Inc. (Nasdaq: BRCD), the big gorilla, is building block-based storage hanging off FC SANs. Network Appliance Inc. [Nasdaq: NTAP] is building file-based network attached storage along with EMC Corp. [NYSE: EMC], Sun Microsystems Inc. [Nasdaq: SUNW], and IBM Corp. [NYSE: IBM]; and the startups appearing this year are building intelligent, multiprotocol systems and will have products out by 2002, so the market should be mainstream in 2003, 2004.
Byte and Switch: Not to knock the VC community, Chris, but do you get the feeling the VC herd mentality will take effect in this market like it did in optical networking, and well see 25 Pirus clones in six months' time?
Baldwin: A thousand lemmings cant be wrong. In fact, Pirus [second plug] has attracted two copycats already -- Andiamo Systems Inc., Ciscos secret company thats developing a storage networking switch; and Rhapsody Networks, but both are a year behind. The winner is the first to cross the finish line. In this market it's about the quick and the dead.
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