More industry research numbers....
2000 SAN MARKET - Gartner
SAN Revenue SAN shipments Average
Share Sales (units)
EMC 38.8% $1.88B 11%**
Compaq 28.5% 1.38B 49%**
HWP 10.4% 502M 7%
IBM 4.5% 219M 2%
HDS 3.4% 165M 1%
SUNW 3.0% 147M 14%
DELL 1.4% 67M 3%
Others 10.0% 484M 13%
Total 100.0% $4.84B 100%
CPQ shipped more than 24,000 SANS to generate $1.38B in sales. Average Compaq SAN revenue is $57,500.
If CPQ's 24,000 SANs equate to 49% of units deployed then EMC's 11% of units deployed equate to around 5,388 SANs.
$1.88B/5,388 SANs = $348,923 average EMC SAN revenue.
Again, average CPQ SAN revenue of $57,500 vs average EMC
SAN revenue of $348,923.
2000 NAS MARKET - Gartner
Share Sales
NTAP 49.8% $720M
EMC 36.3% 524M
Quantum 4.0% 56M
Others* 9.9% 139M
Total 100.0% $1.4B
*Assumed $139M equally divided between Compaq,
Dell, Auspex, Procom, HWP, Maxtor and NSS
(HDS subcontractor), or around $20M in NAS
revenue each.
2000 COMBINED SAN/NAS MARKET - Gartner vs IDC
Gartner Share IDC Share
EMC $ 2.40B 38.5% $ 2.01B 30.5%
Compaq 1.41B 22.6% 799M 12.1%
NTAP 720M 11.5% 904M 13.7%
HWP 522M 8.4% 416M 6.3%
IBM 219M 3.5% 442M 6.7%
HDS 165M 2.6% + +
SUNW 147M 2.4% 647M 9.8%
DELL 67M 1.1% + +
Others 590M 9.4% 1.38B 20.9%
Total $6.24B 100% $6.60B 100.0%
+included in OTHERS
.....Apparently, it depends on how you look at
the numbers. Roger Cox, the chief analyst at
Gartner who authored the reports in question
and endorsed both press releases, says the EMC
figures differ from the ones Compaq cites.
He says the EMC numbers, which from the caption
on the accompanying chart look as if they only
count RAID boxes, in fact include all of the
underlying gear required to install a SAN --
not only the RAID arrays but the Fibre Channel
switches, adapters, and other kit EMC OEM's from
vendors such as McData Corp. and Brocade
Communications Systems Inc. when installing a SAN
based on RAID.
Conversely, Compaq’s figures, which sound like
they include all of the SAN pieces, actually
include only the RAID devices shipped, Cox says....
byteandswitch.com
....Just as important, it says, is the fact
that EMC is the only vendor to have credible
offerings in both the SAN and NAS market. No other
vendor exceeded 2% market share in both these markets
in 2000, says EMC....
searchstorage.techtarget.com |
