However, RBC says Sun's expected entry into the market for Serial ATA disk arrays -- "in the very near future" -- presents uncertainty for Dot Hill, because Sun hasn't made a decision yet about which supplier it will use.
"This program is likely to produce a material impact on Dot Hill's shares as a win would increase estimates, and a loss could pressure valuation due to the revenue concentration profile at Sun," the firm says in its research note.
RBC says "it appears that Sun has narrowed the list to a handful of vendors, and we believe the short list includes Dot Hill, but also Infortrend, whose RAID intellectual property is used by Dot Hill for its current solutions that are OEM'd to Sun."
A representatives for Dot Hill declined to comment on the RBC note. An Infortrend spokesman did not respond to requests for comment.
Todd Spangler, US Editor, Byte and Switch
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