RE: EMC's manufactured market share numbers
Each time I post this, you go off on a rant. I'm
asking for something simple: an explanation of why this
isn't consider *double-counting* revenue, which to me it
certainly looks like is occurring.
I said nothing of NTAP, so why are you ranting? I'm
asking about EMC's double-counting of SAN+NAS revenue
to inflate their market share numbers.
It is encapsulated below, explain to me why this math
doesn't work. Also explain to me why we should believe market
share numbers extrapolated from it.
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Follow the math for last quarter:
1. EMC says their NIS revenue (SAN+NAS) was $449M.
2. EMC said the SAN revenue was $385M.
3. EMC said the NAS revenue was $148M.
$385M and $148M is $553M, why isn't the NIS number $553M rather
than $449M? The reason, is that "hybrid" revenue is counted
*both* in the SAN *and* NAS market segments, so if EMC left it
in, they would be reporting non-existent revenue. So, $84M has
to be subtracted out to report the real revenue $449M. If you
don't think this is true, then EMC has $84M of revenue that
they aren't reporting because they are reporting $449M in revenue
for both SAN and NAS, not $553M.
EMC could have easily said we have $84M split between SAN and
NAS, let's split the $84M. If so, SAN would be $343M and NAS
would be $106M, the total (NIS, SAN+NAS) would be $343M +
$106M or $449. The math works.
Instead, some "genius" in EMC marketing says let's count the
"hybrid" revenue both in the SAN and NAS markets individually
to boost our market share.
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