John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: Logain Ablar who wrote (2698)	3/27/2002 3:24:53 PM
From: John Pitera	Read Replies (1) of 2850

Hi Tim, interesting comment from ML to hold a basket of storage stocks. you had pointed out this post in the middle of Feb. Message 17085214 this is the post on Son of SAN Message 17075484 The overall growth rates that Gartner is forecasting heading out to 2005 is fairly robust. Also do you have any thoughts regarding the end of the article's focus on the market turning into a "Big 3" and with Dell Possibly a "Big 4" market? John ---------------- Based on the 10K, Compaq accounted for 26% of BRCD's revenues in FY2001, or around $134M. EMC accounted for 20% ($103M) and IBM accounted for 10%.($51M) with about 35% to 40% coming from the channel. The growing tensions between Brocade and some of its biggest OEMs are well known. This patent action now gives them the excuse to cut Brocade down to very manageable size depending on what the patent law ultimately sez, of course. Notice something else? EMC, IBM and Compaq now control more than 70% of the networked storage market. EMC, IBM and CPQ (via DEC StorageWorks) are long-time veterans of ESCON and VMS. That explains why the networked storage market is already a Big 3 market in a little over 4 years. Just recently Dell indicated that its own storage biz is already at around $250M a quarter and that it now expects the cobranded EMC-DELL Clariion boxes to hit the $250M a quarter run rate by the end of 2002 so we'll have to wait and see if networked storage turns into a Big 4 market. EXTERNAL RAID STORAGE 1998-2005 Gartner (1/2002) DAS SAN NAS 1998 $21.6B $ 371M $ 349M 1999 23.2B 1.8B 579M 2000 23.1B 4.8B 1.4B 2001 18.7B 5.1B 1.6B 2002 17.5B 6.8B 1.9B 2003 15.2B 10.7B 2.7B 2004 13.4B 15.1B 3.6B 2005 11.9B 22.1B 4.8B CAGR -11% 44% 31%

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