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Technology Stocks : Compaq

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To: rudedog who wrote (79462)3/14/2000 12:35:00 PM
From: Jeffrey James  Read Replies (1) of 97611
 
How Compaq is number 1 in storage

Compaq sells more raw storage. Currently shipping 150 tera-bytes per day.

Compaq is #1 in total storage revenue.

Compaq is by far and away Brocade's largest reseller and the leader in installation of SANs.

Yes, quite a lot of CPQ storage is sold together with servers (which is good, because it reduces cost of sales)

Per IDC, EMC was third in total storage revenue behind CPQ and IBM and fifth in total tera-bytes shipped. This explains why EMC is so profitable; they can charge more.
EMC is also #1 in mainframe storage which is very profitable, but slow growing (4%)
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