EMC How high can it go? Message Board

STOCKTALK

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 29.05

0.0%

Sep 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: chaz who wrote (14742)	11/14/2002 3:17:08 PM
From: Gus	of 17183

The Forbes article referenced by Len. Those revenue numbers generally track with the numbers from IDCC and Gartner. The unit numbers are harder to come by partly because they don't yield too much insight. IBM, for example, is the number 3 NAS vendor with around 3%-4%, but it is impossible to tell how much of that share is coming from its Celerra clone and how much is coming from Microsoft's SAK kit. To complicate matters, Gartner is thinking of doing away with SAN and NAS in favor of FAS (Fabric-attached Storage) next year. NIS (Networked Information Storage) is IDC's competing version. Still, the revenue numbers probably reflect most accurately which vendor has the most valuable NAS technology. EMC's NAS IP, for example, is part of the blocks-files-objects software intelligence that they're starting to unveil now that they control 35%-45% of the storage networking market (primarily at the CORE) and Dell is well on its way to capturing 15%-20% (primarily at the EDGE). CORE markets tend to be revenue-sensitive while EDGE markets tend to be unit-sensitive.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next