By David Gross
Saturday I posted about our new Services Index, which will be a market-weighted average of the 13 data center service providers listen in the ticker in the right column. With the end of the quarter coming this week, we're going to start that index at 100.0 as of Friday's opening.
In addition, we will also start a data center networking index at the same time, although that will be price-weighted to avoid being dominated by Cisco, whose $123 billion market cap is four times the value of all the companies in our services index.
While most networking companies now are eager to jump on the data center bandwagon, we've picked ones with some kind of operating history working in the sector, and have looked specifically at how they are contributing to Fibre Channel, 40/100 Gigabit Ethernet short-range port types, InfiniBand, PCI Express 3.0, load balancing, data center-to-data center WAN Optimization, and cabling. With so much development now taking place at the chip/component levels, many companies in the index make chips or optical parts, not full systems. The 25 companies in this index will be:
FFIV
MLNX
VOLT
CSCO
BRCD
JNPR
FNSR
EXTR
RDWR
RVBD
BCSI
AVGO
QLGC
ELX
CTXS
PLXT
NETL
BRCM
MRVL
LSI
CAVM
AMCC
EXAR
EZCH
BDC
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