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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: Elmer Flugum who wrote (14739)11/13/2002 7:35:50 PM
From: Gus  Read Replies (1) of 17183
 
Interesting. In SANs last year, HPQ was top dog in units but only number 2 or 3 in revenues while EMC was only number 3 in units but was top dog in revenues.

Note that 92% of units account for only 24% of revenues.

Unit Share Revenue Share

EMC NAS 1.4% 41.0%
NTAP NAS 6.5% 35.0%
Microsoft SAK 44.0% 14.0%
Others 48.1% 10.0%

Total 100.0% 100.0%
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