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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Gus who wrote (10673)7/20/2000 3:46:33 AM
From: Gus   of 17183
 

STORAGE NETWORKING GROWTH PATTERNS

1Q2000 2Q2000 Q2Q

Total Storage
sold with FC-
connectivity $600M $749M 25%

ESN (SAN) 250M 400M 60%

NAS (Celerra) 90M 100M 11%

EMC Software $280M $350M 25%

Clariion $ 98M $141M 44%

Notes:

1) Connectrix grew 345% YoY.


Geographical Distribution:

North America $1.329B 62%
EAMA 571M 27%
Asia-Pacific 205M 10%
Latin America 40M 2%

Notes:

1) North America - Storage grew 37% YoY.

2) EAMA - Storage grew 42% YoY.

3) Asia-Pacific - Storage grew 111% YoY.

EMC noted strenght in Japan, where it has 1
of 3 global remote monitoring facilities
(other 2 located in USA and Ireland). It
also noted the move from keiretsu-
based decision-making to best-of-breed type
of decision-making. Fujitsu, of course,
is a disk drive supplier to EMC and a reseller
of Symmetrix and Clariion through its 50-50
joint venture with Siemens in servers.

4) Latin America - Storage only grew 10% YoY
due to internal issues.
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