Why INRG (inrange) down 30% last week? (will post the same message over INRG and prefer an
answer there)
1) Wasn't their Director sales slow down or other reason?
2) I read Merrill's report on BRCD. The analyst argued the software platform the reason end-users
deciding to purchase the switch, not the hardware. Since they believe that BRCD has the best software
strategy, they believe BRCD will beat out QLGC/INRG and MCDT in the long run, just like the way
they buried ZOOX and VIXL. Do you agree?
3) According to IDC, FC director supposes to have the fastest growth in the next 4 years with FC
switches tagging the second and FC adapter the slowest. On the contrary, I saw pure adpater player like
EMLX had 30+ sequential growth rate last Q and MCDT only made 19% seq. rate last Q. So, what's
wrong with director market or what's wrong with MCDT?
4) How significant is IRNG's latest news about 100 miles reach? |
