.....NAS Gateway Leadership In 2001 EMC captured 89.4% revenue share of the new NAS Gateway segment. A NAS Gateway is an intelligent File Server, such as EMC Celerra, attached to a Storage Area Network (SAN).
EMC introduced Celerra in 1996, but it wasn't until 1Q1998 that EMC started booking any meaningful revenues (~$7M) from Celerra. Now that everybody can't seem to stop talking about the looming convergence of SAN and NAS, Gartner has finally seen fit to give Celerra and Celerra-clones their own category, a mere 7 years after EMC introduced what was, unarguably, the first product to truly converge SAN and NAS.
Unfortunately for Celerra-clones, a NAS gateway only works if the vendor also has a very powerful SAN box that can consolidate operating systems, databases and applications.
Not surprisingly, while everybody else is still trying to launch a credible NAS gateway product, EMC is already adding more valuable software products like HighRoad and FastTrax.
Dramatic Midrange Growth. EMC grew midrange NAS revenues 107% in 2001, doubling revenue share to 15.2%
The entire NAS market grew only 12% from 2000 to 2001 so EMC's ability to increase its mid-range NAS revenues by 107% and its market share by 100% is very impressive. It should also lay to rest any questions about who is stealing market share from who.
EMC introduced the Chameleon NAS in December 2000 and the Chameleon SAN in January 2001. The Chameleon platform got a further boost in mid-November when the Dell reseller agreement went online and proceeded on 'a very strong ramp'.
2002 is the first full year of the Dell-EMC reseller agreement and indications are that Dell is on track to book $250M a quarter in rebadged Clariion revenue by the end of 2002.
2001 Total NAS revenue was only $1.6B so Dell's target numbers imply some serious loss of market share for some folks. |
