EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: Fred Levine who wrote (14571)	10/3/2002 4:26:56 PM
From: Gus	Read Replies (1) of 17183

I don't think so, Fred. Dell's external storage biz reached the $250M/quarter milestone in its most recent quarter. Most of Dell's external storage business are still coming from its own NAS devices (based on Microsoft SAK microkernel) which are sold to W2K environments. EMC's direct sales model does not work well in those environments. That's why EMC is relying on Dell and other resellers to reach those markets. So far so good. .....EMC was the strong favorite in both technical and channel areas and earned the highest partner satisfaction ratings in all 10 areas of the CRN Channel Champions survey. Systems integrators, network integrators and MSPs gave EMC an overall score of 74.9 out of a possible 100 points, more than 7 points higher than Network Appliance (67.6) and nearly 14 points higher than Auspex (61). It was the first Channel Champions victory for Hopkinton, Mass.-based EMC, which only last year made serious moves to embrace a wider channel for its products. Those moves included releasing an entry-level enterprise NAS subsystem aimed at the channel, giving sales representatives incentives to work with solution providers and offering its products in North America through two distributors, Avnet and Arrow. crn.com Dell only started selling the Clariions last October or November to large W2K environments as well as mixed Unix/NT environments. Most of the world's most important corporate information are still generated in mainframe/high-end Unix environments so when companies start spending again on new applications like the new and improved CRM, that part of the storage market will revive. Dell is clearly looking to sell more corporate desktops, laptops, and servers. Clariion helps them to do that while Linux is maturing and Microsoft and Intel are making their respective multi-year transitions from 32-bit to 64-bit computing. From an investing standpoint, the question of whether everybody will standardize on the Wintel and Lintel platforms is really only relevant if you're exposed to the server business because the major dislocations are going to happen there. That's less relevant on the storage side.

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