Indeed, the Fibre Channel switch market is bifurcating, notes Duplessie. On the high end are Brocade, Inrange, and McData, which are each moving their switches to higher port counts. On the low end, where Gadzoox wants to make new inroads, is QLogic and its strategy of "driving the price into the toilet and making this stuff accessible to everyone," he says.
The fact that there are several companies going after the low-end piece of the pie might actually be to Gadzooxs advantage, Duplessie says. "QLogic's spreading the word, that this isnt just for the rich and famous, cant be bad."
With its stock trading for pennies, its staff cut by a third, and all of its original executives gone, the only thing going for Gadzoox at the moment might be a good product -- and optimism of the kind exhibited by Jordan, the ex-employee who still hopes to salvage her holdings in Zoox. Unfortunately for the company, wishful thinking alone won't be enough to save it.
Eugénie Larson, Reporter, Byte and Switch
http://www.byteandswitch.com