SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pirate_200 who wrote (13564)12/2/2001 3:15:33 PM
From: Gus  Read Replies (2) of 17183
 
Why should I waste my time with somebody who doesn't even know the basic definitions of SAN and NAS as evidenced by the fact that you stubbornly continue to believe that SAN and NAS are mutually exclusive solutions and NAS is disruptive to SAN?

Face it, Pirate. You're not really interested in an answer to your so-called question. You just want to use every opportunity to cast doubt over EMC's lead in NAS to downplay NTAP's persistent loss of market share over the last two years. Such a child.

Just so this is not a total waste of time, I'm going to post some more IDC numbers.

1) Total external storage is expected to decline from $17.7B in 2000 to $14.9B, or by 16%.

2) DAS will decline by 27.4% to $6.8B.

3) NAS will grow by 13.6% to $1.85B.

4) SAN will grow by 5.8% to $6.25B.

5) Open Systems SAN will continue to grow much faster than Mainframe SANs. Open Systems SANs (~$4.35B) will grow by 12% while Mainframe SANs (~$1.6B) will decline by 14.2%

EMC is growing much faster than the market in SAN and NAS. EMC's NIS revenue will go up from $2.1B in 2000 to $3.2B in 2001, or by 54%.

It will lose the most market share in the ~$1.6B mainframe SAN market where its share will go down from 38.7% to 23.5% while IBM's share will go up from 32.3% to 50.4%.

NTAP is growing much slower than the market in NAS.

'Nuf said.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News