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To: yard_man who wrote (20002)	2/17/1999 10:22:00 AM
From: John Pitera	Read Replies (2) of 86076

Tippet, building on what you where saying about EMC....here is this weeks Meta Group's note on EMC STORAGE AVALANCHE: AUTOMATE OR BE BURIED High-end disk storage (i.e., with ESCON as the primary channel interface) almost doubled shipments in 1998 (vs. 1997) to a record 5.9PB. EMC again dominated, growing market share 4 points to 55%, while IBM continued to lose, dropping almost 7 points to tie with Hitachi's 20% (Amdahl rose one point to 5%). We believe that 1999 shipments will exceed 10PB, or 70% growth, and that a well-positioned EMC will further outdistance competition (to 62% share), with more function-rich, enterprise solutions. Bottom Line: Dramatically accelerating storage growth will force users to adopt function-rich solutions for cost-effective enterprise storage management. 1999 growth is great.......so was 1998...The fundamentals for potential weakness for 2000 are 5-6 months off in terms of its being a weak stock....it has been and should continue with relative strength for the purposes of this thread for many moons....-G-

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