Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Madden who wrote (8278)	4/19/2000 7:35:00 PM
From: Gus	Respond to of 9256

Mark, Some numbers from EMC: 1) The Global 2000 expects that its storage requirements will double every year for the forseeable future. 2) Dotcoms double their storage requirements every 90 days. EMC expects that it will be competitive in consolidating the data of the strongest dotcoms after the current purge in much the same way that it has been consolidating the storage requirements of the US Banking industry during the last 3 years. 3) EMC's internally used numbers about the size of the Information Landscape: 2000 Enterprise Storage 15B Midrange 12B Storage Software 9B Storage Services 4B Storage Switches 2B NAS 2B Total market $44B NOTE: For now EMC expects the market to increase by the same proportion to $78B in 2003. Over the years, EMC has consistently provided a valuable top-down view of the information landscape because of its high-touch relationships with its customers. Next week they're going to have "the biggest product announcement in EMC's history." webevents.broadcast.com Gus