Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from Brian Freed - Morgan Keegan
Brian Freed - Morgan Keegan
So, in the context to this whole proxy battle I appreciate kind of the commentary you made around your new products, but could you kind of share what is your vision for desk pack over the next, to say 18 to 24 months. What’s you try to build, what’s you try to create just kind of and brief of explanation as you can?
Sundi Sundaresh
I think I described that as our Data Conditioning Platform. So let’s look at in three phases. The first phase is with the product addressing this cloud computing and server infrastructure to really drive a business through channel integration partners to these internet data center server farms is our primary near term growth driver.
The second phase is some of the value proposition here of course appeals to OEMs as well, but as you know we’re not the primary design in most of these OEMs. So we see an opportunity to be qualified as option cards with a number of OEMs as the second phase and the last phase is with the technologies that we have acquired with our silicon capabilities, a number of the value-added that we have now developed software running on our controllers.
We’ll also bring some of those capabilities into our next generation silicon and really use that intersect the OEM opportunities in a much broader way. At the out of hit the strategies all about addressing the growth of servers in cloud computing deployments and making sure that we can deliver the performance and energy efficiency in those environment.
So we’re taking advantage of two primary things. One is the shift in deployment to the cloud. The second is the benefits you get from enterprise class SSDs, both which are growing by dramatically. The cloud server deployment as growing at a 28% cager from a little under a million units a year. SSDs from a smaller base are growing about 85% a year.
So those are big growth drivers and of course underlying that, the classic things we do at the I/O technology level of moving speeds and feeds, the next generation will go from 6 to 12 gigs and the next generation of PCI etc. So those are normal and ordinary as the foundation of the value-added is really around how we best and intelligently use our I/O capabilities to drive performance and energy efficiency.
- To read the full transcript on Seeking Alpha, click here »
