EMC keynote address:
-Run rate 9 bil
-lowering prices, tryin to build market share
-did this during last down turn in 1995
-reducing expenses, cutting 2,000 people
-now 23,000 from 25,000 people
-prices falling faster than normal
-33 percent share of market, next competitor 10.3 percent, others quite a bit less
-overall market only 22 percent share, lot of share to take
-Sevices CAGR 16 percent
-Software CAGR 26 percent
-Network Information System (NIS) CAGR 51 percent
-Direct attached/internal CAGR -5 percent
- 100 billion market by 2005
EMC growth
Service 73 percent Y-Y
Software 42 percent Y-Y
NIS 53 percent Y-Y
2001 rev break down
networked 41 percent ( software and service)
software 23 percent
services 11 percent
systems 66 perent
Going forward
software 30 pecent
services 20 percent
systems 50 percent
Most growth in software, most sales will still be hardware though, services will be the faster growing segment though small
All systems will be networked.
5 billion in cash, 1 bill in R&D, 250 mil spent of software development
500 mil spent in last 6 months to buy software companies
80 development partners, ISP's
Petabytes storage becoming common,
storage doubling every year on average
20 percent on cost on system, most of the cost is people to manage the data
70 percent of sales will be networked going forward
EMC attempting to increase automation and reduce customer complexity
Market share:
Sun/Solaris 43 percent
HP-UX 46 percent
IBM Mainframe 45 percent
NT 31 percent
Software 26 percent
Competitors:
SUN, HP, IBM, HDS
Sun |
