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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (4533)	8/2/1999 3:01:00 PM
From: HDC	Read Replies (1) \| Respond to of 54805

Jill, Re: Thanx You're welcome! It appears from the industry analysts that the storage market will grow exponentially during the next few years. Some believe that storage will be a larger part of a computer system than the server in revenue terms. Customers like the fact that they can consolidate their data and not loose it (or not be forced to move it) when they upgrade their server(s). That is a problem if your storage is located inside your server. EMC estimates their addressable enterprise storage market including SAN (storage area networks) will be $35 billion in 2001. This market will probably exceed $50 billion in 2003 even if the market growth rate slows to 30% in 2002 & 2003. IDC estimates that NAS (network attached storage) will total $5.1 billion in 2003. I read recently that EVERY e-commerce transaction will be required to be stored for 7 years. Business Week magazine reported that Yahoo collects 400 Billion bytes of data every day from their website. All this data must be stored somewhere. I believe that NAS & SAN will be the 2 dominant storage methods in this storage centric future. I further believe that EMC will continue to dominate the SAN market and NTAP will dominate the NAS market. Both of these companies have excellent futures provided they can stay focused, execute well and continue to find and retain good people. You'd have to go to zoo to find more gorillas than we have right here! <vbg> Best, Duncan