What was particularly pleasing about our earnings call was that we got to talk about the fact that not only did we grow our Ethernet business by a very healthy 32% year over year, but we also had a record sell-through or end-user demand for our SAN business, thus defying those industry pundits who have been predicting “the end is nigh for SAN.” Even our archrivals in this space, Cisco, announced strong year over year growth in SAN pointing to a definite market expansion, and perhaps burst the bubble of the over-hyped promise of FCoE as a credible alternative to Fibre Channel in the data center. We don’t normally cheer when our competitors do well in a market where we are so dominant (Approximately 70% market share consistently for 3+ years) but on this occasion we did raise a metaphorical glass to toast the fact that Cisco had to concede that Fibre Channel is still king when it comes to hard-core data center storage networking.
In the meantime, it’s back to business. We need to keep the momentum going and the Sharks, who beat the Red Wings on the road need to keep their winning streak alive against the Penguins and Flames. Go Sharks!