To: linda_marie who wrote (9174 ) 2/8/2000 4:22:00 PM From: Gus Respond to
Keep an eye on this part of EMC's business. Aside from being what I consider a clean sheet effort, Clariion will also expand EMC's price range and allow them to go after the middle market more aggressively. This will be like watching EMC Software grow in 1998 and 1999. NTT DoCoMo, in particular, is expected to be the first supercarrier to rollout 3g (3rd generation) WCDMA - wireless data/voice -- in early 2001; although, I wouldn't be surprised if Nokia, which is based in Finland (70% wireless density), pulls a rabbit out of its hat.......EMC's Asia Pacific customers during the fourth quarter included NTT DoCoMo, which relies on EMC Enterprise Storage to manage the information behind its tremendously successful I-Mode service; NEC Biglobe and Fujitsu NIFTY, Japan's two largest Internet Service Providers, and Toshiba Corporation; The Bank of China and China Mobile Bureau; Development Bank of Singapore and Starhub, Singapore's newest info-communications provider; Lassesters, CVSI and ABN Amro in Australia; Korea Development Bank and Hansol M.com's Mobile Internet Service in Korea; and Bank Bumiputra-Commerce in Malaysia....... ........."There's been a whole movement in the last six months of moving content to the edge of the network," says Alex Benik, an analyst for The Yankee Group. "It's the same philosophy with caching--you can distribute the stream from the local service provider's [point of presence] rather than all across the network. The content is cached at the local POP." It's akin to building sites for water storage in every town along a river so that instead of constantly draining the river, thirsty users can tap local resources. One of the best-recognized names in this new group of service providers is Akamai. The 1-year-old Internet content provider has placed 1700 servers in POPs across 100 carrier networks in 30 countries and constantly is increasing the size of its network. Message 12802416
