Taylor's Take on Sun Storage
My storage team and I focus on three of the most important aspects in any industry: customers, competitors and market trends. There is insight to gain and share in this role, so here is our take on Sun and Storage - Taylor Allis
Is Thumper worth a Billion?
Our Senior Disk Analyst, Bruce Norikane, just walked into my office and asked this very interesting question: "If the following is true, how much is Thumper (aka The SunFire X4500) worth?"
Data Domain: Deduplication Storage System
- Annual Revenue = $96.62M
- Market Cap = $1.66B
EqualLogic: iSCSI SAN System
- Annual Revenue (YTD) = $91M
- Dell's Announced Acquisition Price = $1.4B
SunFire X4500 (Thumper): Storage Server System
- Annual Run Rate: $100M
- Worth a Billion???
We think so...
Posted at 02:57PM Nov 09, 2007 by Taylor Allis in Storage Intelligence | Comments[1]
Today's Page Hits: 29
Easily, worth a billion. Thumper definitely adds a billion dollars in value. Potentially, 10+ billion, if Sun plays its cards right. The technology is there, we just need better distribution and selling to realize Thumper's true potential. Just my opinion.
Posted by rod sandcones on November 28, 2007 at 07:57 AM MST #