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To: chaz who wrote (13414)	12/28/1999 2:42:00 PM
From: slacker711	Respond to of 54805

This may have been posted....EMC seems to be moving into the NAS market. www2.techstocks.com To: DownSouth who wrote (1931) From: HDC Tuesday, Dec 28, 1999 12:30 Reply # of 1934 DownSouth, Hi! Happy 2000! Take a look at the new IDC figures on NAS courtesy of Webmed on TMF thread & A. G. Edwards: "This is from: A.G. Edwards & Sons, Inc. Equity Research - Technology December 27, 1999 I was pleased to read that EMC is moving big-time to compete in low-end network attached storage (NAS) next year: [...] On December 13, we hosted EMC CEO Michael Ruettgers on the Edward's Information Network (EIN). Mr. Ruettgers noted that in addition to the market opportunities of traditional high-end RAID storage and the new midrange storage opportunity (from its acquisition of Data General), it sees a third area of growth in the network attached storage (NAS) market. The NAS market is particularly attractive, as this market is taking off before the SAN market and its leader, Network Appliance, has been able to post 90%-type growth rates recently. Although EMC does compete in this market currently with its high-end Celerra, EMC will aggressively attack this market in the low-end late next year using NUMA technology from its Data General acquisition. IDC recently released results based on the first three quarters of 1999 for the NAS market as follows: 1998 Share 1999 Share Network Appliance 41.4% 45.9% Auspex 22.4% 10.7% Compaq 13.7% 8.0% EMC 7.9% 18.2% " These numbers look great for NTAP but dismal for Auspex. This may explain why NTAP is rising while ASPX is falling after the run up following November's Gilder Report. I guess the EMC figures are all for the Celerra product. Any thoughts on these numbers? Best, Duncan