Asia is also a ripe spot for emerging technologies. For instance, Emulex Corp. (NYSE: ELX) EVP Michael Rockenbach cited his companys new embedded switches as the primary reason it recorded record revenues in Asia last quarter.
Hang on! All this enthusiasm should be tempered by warnings that no single geographic area should be viewed too enthusiastically in this post-bubble era, right? No doubt. But the figures speak for themselves, and vendors cite specific pockets of opportunity.
Because Fibre Channel SANs arent entrenched in Asia, for example, iSCSI vendors see an opening to tackle the market. ISCSI startup Intransa Inc. recently established regional headquarters in Asia and Europe, but CTO Peter Wang says Asia is clearly growing faster than Europe. India is especially looking for cost-effective technologies. Wang says the startup sold three iSCSI SAN systems in India through OEMs this year (see Intransa Expands Overseas, and Intransa Goes to India With SES).
InfiniBand is another emerging technology looking for a home in Asia. InfiniCon Systems Inc. EVP Chuck Foley says Asian high-performance computing sites are more open to InfiniBand because their infrastructures are new and they havent already invested heavily in other technologies (see Interconnects Look to HPC List). InfiniCon lists Shondong University and National Tsinghua University in China as customers.
InfiniBand startup Voltaire Inc. has been expanding its sales force in Asia; and Topspin Communications Inc. has announced a distribution deal with Nissho Electronics Corp. of Japan (see Voltaire Inhales $15M).
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