Now you're getting desperate....and funnier. Double-counting revenue ordinarily means cooking the books, a criminal offense. Is that what you've been trying to insinuate all along, you persistent little chihuahua? LOL.
This is apparently a common line of attack that is used not only by executives who want to break their non-compete agreements, but also by shareholders like you who who remain in denial about their favorite companies persistent loss of market share. Repeat after me: Denial is not a river in Egypt.
For legal filings, EMC reports revenue under Hardware, Software and Services categories so there is no double-counting of revenue there.
For industry research purposes, reporting the revenue of a SAN/NAS hybrid product twice under legacy SAN and NAS categories and then reporting the overlap to better reflect the ongoing convergence of SAN and NAS under NIS, while always arguable, is perfectly reasonable for those who pay attention to their definitions.
It is only a problem for NAS-only companies that have not invested in SAN technology and want to obscure the fact that they tried to peddle the SAN vs NAS angle for so long that they simply failed to participate in what is expected to be a $6.25B market this year. Almost everybody has SAN/NAS hybrids in the pipeline so everybody is going to be using NIS (or Dataquest's FAS) instead of SAN and NAS legacy categories that will outlive their usefullness soon enough.
Celerra Highroad, for example, determines dynamically whether to satisfy a file request using the traditional NAS mode or using the SAN mode (with metadata travelling over the LAN). Do you classify that as SAN or NAS?
Oh that's right, you want EMC to be scrupulous enough to record every single file request that's transported over the LAN as NAS and every file request that's transported over the SAN as SAN. LOL.
Even NTAP's SnapManager is technically a SAN/NAS hybrid like the Celerra SE, but apparently, NTAP is still trying to figure out how to break the news gently to some of its loyal shareholders who see the world in terms of SAN vs NAS, Black vs White, BLUE MARBLES vs RED MARBLES.
And, of course, your precious NTAP is perfectly free to include everything under NAS since it is impractical to track every file request.
Grow up. The world is not black and white. |
