DataDirect Networks and Panasas, you should pay attention to: hard disk accessories and test equipment suppliers Xyratex NetApp because of its demand reduction and mechanical drive manufacturer reduced to three and great damage. Xyratex is through the high performance computing and big data array product sales to OEM and public cloud service providers to improve the income of the decline. It is said that it also and EMC formed OEM relationship, but the news has not been confirmed.
Recently, Xyratex for shareholders to a special bonus, and establish the defense system against don't need to purchase, so we think it in the fourth quarter and full year 2012 earnings situation is not very good, the result is such.
Xyratex CFO (chief financial officer) Richard Pierce in earnings conference on the results of simple statement: "this year annual earnings of $1.16 billion, and declined by 20% in fiscal year 2011. The panasonic cga-d54se/1h battery charger earnings of $265 million, more than the same period last year declined by 32%, more than a quarter dropped 4%.
With 2011 compared to $1.32 billion in 2012, the number fell by 26%, only to $974 million. This is where the loss, like Pierce confirmed: "2012 annual gross income of 84% and 79% of the total gross profit from these products." The downside to demand weakened and "our biggest customer NetApp and some other customers to suitable for the next generation products internal solutions."
In Xyratex enterprise storage business in the fourth quarter earnings, NetApp contributed about 45%, IBM is 22%. In November 2012, Xyratex would have accounted for 50% of the NetApp products production, but in the end but only accounted for 25%, is half of the original. In 2014, NetApp business may be zero. Obviously, NetApp no ClusterStor business because it has its own application in high performance computing of E - Series products.