3rd rewrite from Reuters:
Preliminary IDC Forecast CY2001
Total SAN NAS
EMC 25.3% 37.9% 42.0%
IBM 11.6% 18.2% NA
Compaq 11.0% 17.9% NA
NTAP ~4.0% 0.0% 32.5%
Others 48.1% 26.0% 25.5%
Total 100.0% 100.0% 100.0%
Total
Market
Size $14.9B NA $1.85B
.........Gallant pointed to EMC's surging performance for network attached storage, a sector that will grow nearly 14 percent this year, according to IDC's forecast.
IDC expects EMC to overtake Network Appliance Inc. in that market this year with $777.2 million in revenue, or 42 percent of the network attached storage market.
Network Appliance, which controlled 45 percent of that market last year, is expected to drop to a 32.5 percent share, according to IDC.
Adam Trunkey, a spokesman for Network Appliance, said the company will rebound next year as price becomes more of an issue.
``We're about one-quarter of the cost of EMC,'' he said.
[Note: 1/4 the cost, but only 1/10 the functionality. No comparison in reliability. Huge difference.]
EMC's market share within storage area networks, which are customized networks for storage devices loaded with software, is expected to dip slightly to 37.9 percent this year, compared with 39.5 percent in 2000, IDC said.
Customers have been postponing purchases in that sector, which involve complex and expensive storage systems, IDC said.
Nevertheless, IBM's market share in that sector will nearly double to 18.2 percent, up from 9.6 percent in 2000, IDC said. That would give IBM the No. 2 spot, overtaking Compaq, whose market share slipped to 17.9 percent from 19 percent. |
