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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (1703)	12/28/1999 3:04:00 AM
From: J Fieb	Read Replies (2) \| Respond to of 4808

EMC moving into NAS also.. EMC to emphasize software tools, SAN market push By Kathleen Ohlson 12/27/99 EMC Corp. has continued to rack up profits this year. Its latest quarterly results show profits at $309.5 million, up 54% from the same period a year ago. The storage vendor's emphasis on software products picked up in 1999, with software sales reaching about $700 million, up 57% from 1998. What's to come? CEO Michael Ruettgers, who celebrates his eighth anniversary at the helm in January, spoke with Computerworld editor-in-chief Maryfran Johnson and staff writer Kathleen Ohlson at his offices in Hopkinton, Mass., on Dec. 22. Where are you looking for opportunities in the storage market? What gaps need to be filled? Ruettgers: Every trend is around the Internet right now -- specifically two things: access and information. Global 2000 [the world's largest companies are] doubling storage [needs] and dot-coms are increasing every 80 days. Storage-area networks will be the largest of all markets [in 2000] and network-area storage has one-tenth of the market. EMC will have a much bigger presence [in these two areas]. What's down the pike for storage management software? Ruettgers: There will be an expansion of automation tools. In the next four or five years the average Global 2000 [company] will need 12 times the amount [of data storage]. They will need a whole bunch of automation. No CEO will hire 12 times the amount of employees. The emphasis [of our research and development labs] is towards software. The last two years we've spent money on interoperability testing on all components for storage-area networks environment. What are your customers asking for? Ruettgers: Last year I talked to approximately 600 customers, typically in person. The dot-coms are concerned about scalability and reliability and have these things [available in products from] Cisco, Oracle, Sun in servers and EMC in storage. Ninety percent of dot-coms use these four players. Where do you see storage-area networks (SANs) heading? Ruettgers: I continue to see growth [in the SANs market], and more and more server players supporting fiber connectivity, driving SCSI out of interconnection stuff. How is EMC keeping its edge? Ruettgers: We try not get too happy. We have enough employees from the [minicomputers] graveyard [to remind us]. We're about being paranoid and competitively focused. Linux is gaining popularity. Do you have any plans to boost your support for Linux or stay the course with Windows NT? Ruettgers: We support Linux now. Global 2000 isn't using it now as far as for mission-critical systems. We're not sure where [Linux] is going.There's a general belief [code is written] for NT first. What is EMC focusing on next year? Ruettgers: We'll have similar emphasis in storage-area networks and network-attached storage. We'll continue to focus on the dot.coms, which have the most demanding environments. If they have an outage, it shows up in Computerworld or the Boston Globe that day. It's bad news felt by the investors [and] customers. If EMC uses Data Gen NUMA for NAS will FC have a role ?? Any help on this......