Beyond explaining that its expectations for a business spike in June hadnt been met, Adaptecs release yesterday didnt specify why revenues are slumping. The company won't comment beyond its press release.
Merrill Lynch & Co. Inc. analyst John Roy, however, speculates that a slight market shift from SCSI to Fibre Channel controllers could explain the drop. This could mean that their SCSI business is going away faster than they thought, he says, pointing out that the company has been losing market share to LSI Logic Corp. (NYSE: LSI). With less demand, pricing is harder to hold.
Increasing its focus on iSCSI, which allows companies to skirt Fibre Channel and encapsulate the SCSI command set directly to an IP transport, could help Adaptec turn that trend around, he says (see Adaptec Shipping iSCSI and IP SANs: Coming of Age).
Eugénie Larson, Reporter, Byte and Switch
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