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

To: Tony Viola who wrote (10686)	7/20/2000 8:22:01 PM
From: Tulvio Durand	Respond to of 17183

What's this, Sun beat out EMC? -- Sun is still hiring storage-focused salespeople, Lehman said, but Zander declined to say whether storage revenue growth outpaced the company average. The company beat out EMC in bids at Kmart's Bluelight.com site and Applied Materials, Zander said. yahoo.cnet.com Tulvio

To: Tony Viola who wrote (10686)	7/20/2000 8:59:21 PM
From: Gus	Read Replies (2) \| Respond to of 17183

Try being tortured by catty comments like these from the wrong coast. LOL. Storage.. Branch out..every account is heterogeneous.. Sun is asked to attach to HP, EMC etc.. As they try and manage these accounts will try and get rid of other players.... Selling NAS and SAN to same account as others ...leading with "SUN" to get accounts.. rather than leading with servers... selling vertically integrated products... McNealy..storage is not an industry..it's a feature.. Laughs all around..... Once again.... As they try and manage these accounts will try and get rid of other players...... Message 14082490 See what I mean about the homogeneous sale (one-stop-shop servers/storage) masquerading as open or heteregeneous? LOL. It's one of the oldest games in technology. If it's not the proprietary platform accusation, it's the big box slam or the ritual attack on EMC's premium pricing. EMC has become expert at arbitrating those types of interminable disputes between the server companies by snagging the storage system sales on account of its unique ability to support all popular computing platforms over all proprietary (ESCON) and open networking topologies (ATM, FC, GE, IP). That's partly why storage sales are expected to eventually surpass server sales in the next few years. I think MR is right to call Sun's bluff with every chance he gets. Sun's big box T7000 (with mainframe support) was an acknowledged bust that revealed Sun's limitations with very large scale I/O issues and their Purple small box figures to be an underwhelming performer outside the Solaris base. One interesting thing about the EMC conference call was more anecdotal evidence that some Global 2000 customers may be developing a purchasing pattern in which mission-critical storage systems like Symmetrix continue to dominate the core of their enterprise networks while merely business-critical storage systems will populate different parts of the core-edge continuum. This means more combo sales of Symmetrix with any combination of EMC Software, Connectrix, Celerra and the mid-range Clariion SANs put together seamlessly by EMC Professional Services which benefit from having the most sophisticated Hardware and Software Interoperability Labs in IT. This may be getting some traction because EMC firmly indicated that they are going to be more aggressive in terms of pricing. The growth in Clariion, for example, was driven in part by the continued integration of Clariion's sales through EMC's legendary direct sales force (40% of Clariion sales in 1Q00 to 60% of sales in 2Q00). Those direct sales carry higher margins which, in turn, allows more aggressive pricing at the middle market. Soooo.....what's the story on the G7 S390? CA and BMCS both tanked a few weeks ago because IBM is considering new pricing policies that will suck the life out of their MIPS-based software licensing policies as IBM attempts to improve the value proposition of the venerable mainframe, which many people many not know is the original storage networking environment. By the way, I thought IBM's $20B in service business wins during the last quarter was extremely bullish for the storage-centric point of view. In Unix, everybody is waiting to pounce on any Sun misstep during the transition to the next-gen SPARC. Meanwhile, here's the Intel technology roadmap: The goal is to develop computers that will enable these companies to capture some of the status and profits currently reserved for makers of proprietary Unix servers. The Internet-driven server sales boom has proven extremely lucrative for Unix server leader Sun Microsystems. To date, Intel largely has been largely locked out of this market, as has Microsoft, which earlier today released a "preview" copy of a 64-bit version of Windows for Itanium. IBM, HP, Compaq and others that will promote InfiniBand and Itanium in servers are already competing in the upper reaches of the Unix market. But by cooperating on technological standards, these companies can undercut the leader because they are effectively pooling research. To a certain degree, the market, as far as design is concerned, will be two-pronged. Servers containing eight or more processors will largely depend on technology provided by computer manufacturers. Many of the servers containing four or fewer processors, however, will be based around designs, and often subsystems, from Intel. news.cnet.com Note that there is a general belief that beyond 32 processors, the server companies are going to need NUMA-like memory technology to get optimum performance. Right now, only IBM (Sequent) and EMC (DG) have the most practicable versions of this technology.