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To: George Dawson who wrote (22813)	6/17/1999 10:14:00 PM
From: Mr. J. Kyle Hibbs	Respond to of 29386

Thank you George, That was great information and a surprise too.

To: George Dawson who wrote (22813)	6/17/1999 10:26:00 PM
From: Tom Duescher	Read Replies (1) \| Respond to of 29386

IDC statistics on SAN markets "There was a vague cloud that people called a SAN," says Gerry Fostaty, marketing manager at Brampton, Ont.-based Open Storage Solutions. "The hardware seemed to be ready, but there was no way to connect everything up in the middle. Things have changed." And how. IDC predicts that by 2003 SANs will push annual worldwide sales of storage arrays to US$10 billion, SAN switches to US$1.6 billion and SAN hubs to US$800 million. Pretty good figures for a technology that is just now poised for takeoff, although Dan McLean, research manager of network support and integration at IDC Canada, cautions that Canada is typically behind the networking trends. Still, Phil Soran, president and CEO of XIOTech Corp., believes those numbers are light -- by a factor of 10. The SAN man will sprinkle his magic dust all over your customers' sites. "What the LAN did to your business in the late '80s and '90s, the SAN will do over the next five years."

To: George Dawson who wrote (22813)	6/17/1999 10:34:00 PM
From: KJ. Moy	Respond to of 29386

George, <<IBM currently has the biggest market share at 22% followed by the others including Compaq, HP, Sun, Oracle, NCR, SASI, Arthur Anderson /Anderson Consulting. The market leaders accounted for 40%+ with a range from $550M -> $4.25B>> May I add that IBM is using primarily SUN for their server farms. They are selling them like hot cake. KJ

To: George Dawson who wrote (22813)	6/17/1999 10:37:00 PM
From: Eleder2020	Read Replies (3) \| Respond to of 29386

George-I hear HP sent much of their sales people for SANs training this month.I believe the software people went first. I hear they went for 1 week training to start with some follow up seminars to follow. It's all gearing up and the Wall Street press has barely touched FC/data warehousing/SANs as an investment story. Once the funds have their investments in place we should blast off as the analysts will be tripping over themselves to get on CNBC as experts in Storage investments. IMHO this is just the rockets firing up when the countdown hits zero. Ed 5 years from now TNT runs a premiere presentation of "Pirates of Silicon Valley 2.(Ancor vs.Brocade)"<g>

To: George Dawson who wrote (22813)	6/18/1999 12:14:00 PM
From: w2j2	Read Replies (1) \| Respond to of 29386

George, as opposed to data warehousing, I just read that EMC has passed IBM in corporate data storage: EMC Recognized as Leading Supplier of Enterprise Storage for World's Largest Databases EMC Overtakes IBM, According to Winter Corporation Survey HOPKINTON, Mass.--(BUSINESS WIRE)--June 16, 1999--EMC Corporation's Symmetrix Enterprise Storage systems are the leading storage platform for the world's largest databases, according to the latest edition of the Winter Corporation's annual VLDB Survey Program Industry Report. The annual survey of corporate executives and database practitioners shows that EMC has surpassed IBM Corporation as the leading supplier of storage capacity for VLDBs (very large databases). Winter Corporation, of Waltham, Mass., is an independent research and consulting firm specializing in large database technology. When asked which storage supplier provides the largest amount of storage capacity for their VLDBs, 32 percent of survey respondents named EMC, compared with 20 percent for IBM. EMC's presence jumped more than 100 percent, from 15 percent a year earlier, while IBM's presence dropped from 25 percent in 1997 to 20 percent in 1998. Hewlett-Packard, which ranked third most popular storage supplier last year, was not mentioned in this year's results due to the reduced number of times respondents mentioned HP among their top VLDB storage suppliers. The Winter VLDB Survey also found that the Grand Prize-winning companies in eight out of 12 categories, including largest database size for both transaction processing and decision support, employ EMC Enterprise Storage systems.