EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Tony Viola who wrote (10541)	6/22/2000 4:22:00 PM
From: Gus	Read Replies (1) of 17183

The numbers back him up. Storage/Server corporate budget 1996 - 25% Storage/75% Server 1999 - 50% Storage/50% Server 2003 - 75% Storage/25% Server On the storage demand side, the current corporate upgrade cycle is focused on internetizing the operations of the Global 2000 against the backdrop of a projected 250x increase in bandwidth over the next 5 years (source: Lucent). The global 2000 is expected to double its storage requirements every year for the forseeable future while the dotcoms are expected to continue to double their storage requirements every 90 days. On the server supply side, the ascendancy of the cheaper Wintel platform continues and is boosted by the rapid advances in clustering technology and the systematic removal of the bottlenecks in the network. A cheap Intel server chip on the marketplace is actually a high margin chip for Intel because of its operational efficiences. Cheaper servers plus more powerful clustering technology will probably segment the server market according to functions creating more server appliances. NTAP's success so far is an example of this shift in orientation. Currently, close to 25% of all general-purpose servers are dedicated to fileserving functions. As a result, more specialized thin storage servers such as NAS are being deployed. The disk-based NAS, however, doesn't scale very well. It eventually requires a SAN and the performance bottlenecks inherent in using electromechanical disk drives still remain as the networks become faster. At a certain threshold of network bandwidth and storage requirements, EMC's diskless NAS, where each of the 14 autonomous DataMovers in each Celerra file server effectively acts as a solid-state datacom 'switch' or high-performance computer, will become even more popular than it is now.

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