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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Len who wrote (1545)	11/2/1999 11:39:00 AM
From: HDC	Respond to of 10934

Len, Hi! The SAN market is a small yet growing part of the overall storage marketplace. EMC has made a name for themselves by consolidating storage for many existing computer systems. According to EMC, they have 60% share of the mainframe storage market, 35% share of the open systems market, and less than 10% share of the middle market. Their revenue is currently coming from these areas. SAN's are new and have great potential over the next few years. I was curious about these numbers myself because I thought that the SAN would be much greater than the projections by Gartner Group/Dataquest. I guess that many existing systems will remain as is is and will not be converted to SAN's. EMC will reach $10 billion in 2001 through a combination of growth in existing mainframe business, open systems business, middle market, software sales, and new opportunities such as SAN's. Best, Duncan