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 : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (10673)	7/20/2000 3:46:33 AM
From: Gus	Respond to of 17183

STORAGE NETWORKING GROWTH PATTERNS 1Q2000 2Q2000 Q2Q Total Storage sold with FC- connectivity $600M $749M 25% ESN (SAN) 250M 400M 60% NAS (Celerra) 90M 100M 11% EMC Software $280M $350M 25% Clariion $ 98M $141M 44% Notes: 1) Connectrix grew 345% YoY. Geographical Distribution: North America $1.329B 62% EAMA 571M 27% Asia-Pacific 205M 10% Latin America 40M 2% Notes: 1) North America - Storage grew 37% YoY. 2) EAMA - Storage grew 42% YoY. 3) Asia-Pacific - Storage grew 111% YoY. EMC noted strenght in Japan, where it has 1 of 3 global remote monitoring facilities (other 2 located in USA and Ireland). It also noted the move from keiretsu- based decision-making to best-of-breed type of decision-making. Fujitsu, of course, is a disk drive supplier to EMC and a reseller of Symmetrix and Clariion through its 50-50 joint venture with Siemens in servers. 4) Latin America - Storage only grew 10% YoY due to internal issues.