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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Gus who wrote (14568)10/2/2002 7:36:51 PM
From: Gus  Read Replies (1) of 17183
 
Excerpts from Dell's 2002 Analyst Day presentation:

webevents.broadcast.com

STORAGE

- Total capacity up 71% in Q2

- Strong growth in direct-attached storage

- Shifting to networked storage

*Q2 external storage revenue up 71%
*$1B run-rate (~$250M/quarter)

-Dell/EMC revenue up 65% Q2Q


DELL/EMC Q2 US REVENUE MIX

Large Corporations         28%
Government                 25%
SMB                        24%
Education/Health           23%

Total                     100%

-Products well accepted - over 40% of external storage

-New products aggressively address mid-range storage

-Supply chain and manufacturing initiatives yielding
better value for target customers.


EXTERNAL STORAGE MARKET
Standardization in Networked Storage

- DAS has standardized, NAS is standardizing

- SAN/NAS market up 22% y/y in 2001; 5% in 2002

- DAS Price/GB down -49% in 2002

- NAS Price/GB down -40% in 2002

*Dell now expects to ship more than 20,000TB in
FY2003 vs 10,000TB in FY2002

SCARIEST PRE-HALLOWEEN QUOTE:

"In fact, we believe that 4- and 8-way boxes will easily address over 95% of workloads....This also signals that many data center projects will predominantly move off high-end Unix or RISC platforms onto Intel-based Windows 2002, .Net and Linux platforms during the next 12-18 months."

Meta Group

100% of Mainframe storage is already external. More than 70% of Unix storage is external. Less than 40% of W2K storage is external.....
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