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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: George Dawson who wrote (26680)	5/1/2000 5:32:00 PM
From: J Fieb	Read Replies (1) of 29386

THought it was a good time to repost this..... From Infostor here are some idea of the relationship of the various vendors..... Article Date: December, 1999 Magazine Volume: 3 Issue: 12 -------------------------------------------------------------------------------- IDC ranks RAID vendors IDC ranks RAID vendors Not surprisingly, EMC will top the list of external RAID vendors this year, ranked by projected revenues. In fact, EMC is expected to garner more than 26% (over $4 billion) of the total market ($15.4 billion), double the 12.9% market share for Compaq and 10.6% for IBM. According to IDC`s 1999 Worldwide Disk Systems Market Forecast and Review, here are the expected rankings and revenues (external RAID only): 1999 revenue ($ million) 1. EMC 4,042.6 2. Compaq 1,983.2 3. IBM 1,633.1 4. Sun 1,238.7 5. Hitachi 668.1 6. HP 525.0 7. NEC 449.6 8. NCR 402.0 9. Fujitsu 391.4 10. Network Appliance 377.9 11. HDS 313.3 12. Comparex 204.6 13. Dell 167.5 14. Amdahl 145.6 15. Groupe Bull 129.8 16. Siemens 129.2 17. Data General (Clariion) 122.5 18. StorageTek 120.7 19. Data General (Aviion) 120.6 20. Unisys 96.2 21. SGI 91.3 22. MTI 91.2 23. Auspex 88.3 24. Mitsubishi 85.0 25. Artecon 64.0 26. LSI Logic 42.7 27. Baydel 35.1 28. Box Hill 33.9 29. Andataco 28.3 30. Procom 26.9 31. ECCS 25.3 32. Toshiba 24.0 33. Micronet 22.2 34. Ciprico 15.9 35. Wang Global 15.0 36. Seek Systems 14.6 37. Sequent 13.3 38. ICL 12.1 39. Raidtec 11.5 40. PTG/RAIDION 10.7 41. Xiotech 10.5 42. EuroLogic 10.3 43. Storage Computer 10.2 44. LAND-5 10.1 45. Micron 9.4 46. nStor 3.7 47. Storage Concepts 0.5 Other Suppliers 1,285.6 That is how BIG EMC really is. Both SUNW and EMC could grow revenue considerably at the expense of others and do no harm to each other. MTIC is bigger than I thought! Others is also a big category. I like where ANCR has focused their efforts so far and am hoping for more.

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