EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Just4fun2 who started this subject	11/14/2002 4:16:31 PM
From: Gus	of 17183

RE: DELL More than 70% of all external storage systems are still sold by the server vendors. Dell's market share gains in servers and its partnership with EMC appear to be powering its 70+% growth rates in external storage. 3Q2003 Sales of external storage systems increased 73 percent and continue on an annual run rate of more than $1 billion. Dell ranked second in a recent industry-analyst survey that asked corporate customers which suppliers they would consider for their storage-hardware purchases. During the quarter, Dell announced the Dell EMC CX600, CX400 and CX200 storage systems, and said it would manufacture the entry-level CX200 product. In the first year of a partnership between the two companies, more than 1,500 customers purchased Dell EMC storage systems. 2Q2003 Revenue from external storage systems grew more than 70 percent and is now at an annual run rate of more than $1 billion. External storage accounted for 55 percent of Dell's total storage sales, up from about 50 percent in the first quarter. 1Q2003 Total storage capacity shipped by Dell during the quarter increased nearly 70 percent from one year ago. External systems grew to 49 percent of company storage revenue. Storage sales were up more than 20 percent sequentially and current demand suggests a higher rate of growth from Q1 to Q2. The category is both Dell's fastest growing and most profitable as a percent of revenue. 4Q2002 Dell sold 69 percent more storage capacity during the quarter than in the year-ago quarter. External storage systems increased to 47 percent of the sales mix. Shipments of Dell Precision workstations, which already ranked No. 1 globally and in the U.S., were up 21 percent. 3Q2002 Capacity of both total and external storage capacity shipped during the quarter was nearly double that of a year ago. External storage revenue rose to 46 percent of Dell's category sales mix. 2Q2002 Second-quarter shipments of Dell enterprise systems-servers, storage products and workstations-increased 33 percent from one year ago. Dell's pacesetting growth in worldwide server shipments enabled the company to significantly close the gap between its No. 2 share ranking and No. 1. Dell's volume of rack-mounted servers more than doubled in the period. 1Q2002 Combined shipments of Dell servers, storage products and workstations were up 43 percent in the quarter. The surge in server unit volumes was more than three times the industry rate, and the company accounted for nearly one-half of worldwide growth in the product category.

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