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

To: J Fieb who wrote (1880)	3/8/2000 8:27:00 AM
From: J Fieb	Respond to of 4808

Doea anyone know if we can find out how many people access a given thread/day or week? EMC Tucci: More acquisitions, partnerships for EMC By Lisa DiCarlo, PC Week HANNOVER, Germany -- Joe Tucci is a man with a plan, sort of. EMC Corp.'s new -- and first ever -- president and chief operating officer is leading the company at a time of phenomenal growth. Its revenues are booming at 30 percent a year, and demand for the company's enterprise storage and data management products is so great that Tucci says EMC will add 5,000 employees this year, in all geographies. What's the growth plan? Tucci, who joined EMC last month, likes to speak largely in terms of what the company won't do, such as enter markets outside of its core expertise. "I'm not going to come in and try to change things," said Tucci in an interview at the CeBIT technology show here Thursday. "This is a great company and a great market." What EMC will do is make more acquisitions in the software management space. Yes. This is why I bought EMC. VRTS seemed too expensive, but I wanted some Storage software company, EMC This, Tucci says, will enable the Hopkinton, Mass., company to fulfill its one mission of enabling customers to protect, manage and share data. The company will also soon announce more and better partnerships in an effort to build its sales, service and integration channels. That said, it would seem that EMC has already broken one of Tucci's rules by acquiring Data General Corp. late last year. EMC bought DG, of Westboro, Mass., mainly for its Clariion workgroup storage line, but it also inherited its Aviion servers. EMC sells DG servers against those of some of its partners like Unisys Corp. and Bull Worldwide Information Systems. Tucci says EMC has sidestepped a conflict with its partners by maintaining strictly separate server and storage sales forces. EMC storage sales people "have no incentive" to sell DG servers, he said, suggesting they don't get any financial compensation for doing so. It's entirely possible that EMC will eventually discontinue the Aviion server line, as Tucci acknowledged that it is not part of EMC's strategic growth plan. No one said 'co-opetition' was easy What are strategic are partnerships. However, the road to "co-opetition" can be bumpy. A case in point is EMC's relationship with IBM. Last year, the two entered into an agreement whereby EMC would buy $2 billion worth of IBM disk drives over a period of years and the two would share some storage patents. But with storage being EMC's only business and very important to IBM, it's not surprising the partnership is other than a match made in heaven. The two companies have traded barbs in the press about the merits of each other's technology, and IBM has described its latest enterprise storage architecture, called "Shark," as an EMC killer. Tucci suggests that EMC is not getting the support he would like from IBM Global Services, a formidable presence in the integration market. "[The partnership] can work, assuming that they keep IGS separate from the storage" division, Tucci said. IGS, which does provide broad multi-vendor services, has a slight history in this regard. For years, Cisco Systems Inc. wanted IBM to offer services for its ubiquitous networking gear. But it was always rebuffed because IBM itself had a networking division, according to a Cisco executive. IBM eventually sold its networking business to Cisco last year, and Cisco is in the process of training thousands of IBMers on its equipment.