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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: Gus who wrote (12914)	7/20/2001 2:20:30 PM
From: Gus	Read Replies (3) of 17183

EMC Margin Analysis 1Q99 to 2Q01 GM GM GM NM/ STORAGE REV. PRODUCT SERVICES TOTAL SALES GROWTH Y/Y* 1Q1999 51% 31% 48% 15% 34% 2Q1999 53% 33% 51% 17% 33% 3Q1999 54% 31% 52% 17% 37% 4Q1999 58% 29% 55% 20% 36% 1Q2000 60% 29% 56% 18% 34% 2Q2000 61% 30% 58% 20% 43% 3Q2000 60% 34% 58% 20% 48% 4Q2000 62% 38% 59% 22% 50% 1Q2001 57% 39% 55% 17% 37% 2Q2001 49% 37% 47% 5% ( 2%) GM/Product - Gross Margin of Hardware and Software GM/Service - Gross Margin of Services and Rental GM/Total - Gross Margin of Overall Sales NM/Sales - Net Margin of Overall Sales Excludes Aviion servers, Includes Clariion storage/services EMC Storage Revenue Composition 1Q99 to 2Q01 Quarter HARDWARE SOFTWARE SERVICES 1Q1999 81.35% 12.57% 6.08% 2Q1999 81.21% 12.79% 6.00% 3Q1999 79.39% 14.27% 6.34% 4Q1999 76.50% 16.89% 6.61% 1Q2000 76.60% 16.32% 7.08% 2Q2000 75.76% 17.49% 6.75% 3Q2000 76.93% 15.51% 7.56% 4Q2000 72.70% 19.34% 7.96% 1Q2001 69.08% 20.67% 10.25% 2Q2001 62.71% 25.47% 11.82% ESTIMATED GROSS MARGINS 1Q99 to 2Q01 Quarter HARDWARE SOFTWARE SERVICES OVERALL GM GM GM GM 1Q1999 42.79% 90.00% 31.00% 48.00% 2Q1999 46.19% 90.00% 33.00% 51.00% 3Q1999 46.84% 90.00% 31.00% 52.00% 4Q1999 49.52% 90.00% 29.00% 55.00% 1Q2000 51.25% 90.00% 29.00% 56.00% 2Q2000 53.12% 90.00% 30.00% 58.00% 3Q2000 53.91% 90.00% 34.00% 58.00% 4Q2000 53.05% 90.00% 38.00% 59.00% 1Q2001 49.80% 90.00% 39.00% 55.00% 2Q2001 31.00% 90.00% 37.00% 47.00% Note: Lower Software GM assumption = Higher Hardware GM estimate*

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