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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Sam who wrote (4178)11/14/2001 5:56:22 PM
From: Gus  Read Replies (1) of 4808
 

Networked Information Storage (NIS) 
SAN+NAS=NIS
CY2001 (IDC)

                   1999       2000      2001

EMC                20.3%      30.5%     38.9% 
IBM                 2.6%       6.7%     15.0%
Compaq             13.2%      12.1%     14.0%
NTAP               14.5%      13.7%      7.0%
Sun                18.5%       9.8%      3.0%
HWP                 4.9%       6.3%      3.0%
Dell                NA         NA        3.0%
HDS                 NA         NA        2.0%

Others             26.1%      20.9%     14.0%

Total             100.0%     100.0%    100.0%

Total NIS
Market            $2.8B      $6.6B     $8.1B

Source of 1999 and 2000 data is IDC's January 2001 report
emc.com

Source of 2001 data is IDC's November 2001 interim report
emc.com

Supply line puzzler
Message 16553981
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