SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gus who wrote (12915)7/23/2001 12:00:51 AM
From: Gus   of 17183
 
Bigger Pictures:

EMC REVENUE ANALYSIS
1990-2001 (1H2001)

YEAR HARDWARE SOFTWARE SERVICES TOTAL R&D

1990 190 - NA 190 NA
1991 246 - 14 260 22
1992 366 - 20 386 34
1993 758 - 25 783 59
1994 1343 - 34 1377 118
1995 1852 25 43 1920 163
1996 2139 76 55 2270 161
1997 2688 177 75 2940 221
1998 3346 445 182 3973 315
1999 4564 822 362 5748* 573
2000 6246 1435 612 8293 783

1Q01 1564 468 232 2264 224
2Q01 1226 498 232 1955 246

*DG acquisition closed 4Q1999 and resulted in
restatement of financials from 1994-1999.
The 1990-1998 numbers measure EMC's organic
growth and do not include DG (Aviion and
Clariion) financials. Only Clariion's numbers
are included in 1999-2001 numbers.

EMC HARDWARE REVENUE ANALYSIS
1990-2001 (1H2001)

YEAR Mainframe Enterprise Enterprise Total
Storage Storage STO Network Storage
1990-? 1995-? 1998-? Hardware

1990 190 * * 190
1991 260 * * 246
1992 386 * * 366
1993 758 * * 758
1994 1309 * * 1343
1995 1652 200 * 1852
1996 1381 758 * 2139
1997 1218 1370 NA 2688
1998 ~1500 1905 <100 3346
1999 ~1250 2747 568 4565
2000 ~1250 2878 2118 6246

1Q201 ~ 250 431 883 1564
2Q201 ~ 250 262 714 1226

NOTES:

Mainframe Storage -- original Symmetrix.

EMC's market share went from less than 1%
in 1990 to more than 40% in 1995. EMC
still owns 50% of what is expected to be
a $2B market this year.

Enterprise Storage -- Mainframe Storage +
Open Systems.

EMC took the lead in open systems in
mid-1996. Crossover between Mainframe
Symmetrix revenue and Open Systems
Symmetrix revenue occurred in mid-1997.

Enterprise Storage Networks --
Mainframe Storage + Open Systems + SAN/NAS

EMC took the lead in SAN in 1999 and
expects to lead NAS by end of 2001.
Crossover between Open Systems Symmetrix
and SAN/NAS occurred sometime in 2H2000.

BEFORE AND AFTER
RESTATEMENT OF F/S

EMC Restatement EMC
Core (+ DG) Consolidated

1995 1920 1206 3126
1996 2270 1347 3617
1997 2940 1548 4488
1998 3973 1463 5436
1999 5322 1394 6716

Aviion vs Clariion
Last 10 Quarters

Aviiion Clariion

1Q1999 250 106
2Q1999 248 108
3Q1999 257 118
4Q1999 212 96
1Q2000 169 98
2Q2000 145 141
3Q2000 142 165
4Q2000 143 179
1Q2001 81 164
2Q2001 66 NA
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext