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

To: Tony Viola who wrote (10706)	7/23/2000 12:46:06 AM
From: Gus	Read Replies (1) \| Respond to of 17183

Here's a similar view that shows the growth of Intel- based servers at the expense of Unix. The high-end server market is still dominated by Unix. The dominant Unix player is, of course, JDN's Sun which sold just about 100,000 servers during its latest blockbuster quarter, including 500 of its $1+ million top of the line E1000s. news.cnet.com Intel vs Sun In February, Intel drastically cut its support of Sun's effort to bring Solaris to Itanium, saying that Sun wasn't sufficiently committing resources or time to the project. Then the squabble escalated: Sun reaffirmed its plan to bring Solaris to Itanium, while Intel broadly hinted that Sun had become its primary competitor, and target, in the server market. Now things have changed. In an interview yesterday, Sun chief financial officer Mike Lehman said that running Solaris on Itanium, which was delayed again this week, is not an important part of Sun's future. news.cnet.com Intel processor-based server market 1999 2003 Back-end (> $100,000) 6% 33% HI - midrange ($50,000 - $99,999) 14% 65% LO - midrange ($25,000 - $49,999) 27% 75% low front-end (< $25,000) 25% 96% Source: IDC/Chase H&Q JDN, note the looming squeeze on the Unix market and the opportunity for an independent storage vendor like EMC. Here's the 1998 EMC vision of storage networking that is starting to show up in the numbers now: In the future, software will automate all of that. If Rothnie has his way you'll be able to wheel an EMC box in, plug it into the SAN (what EMC calls the Enterprise Storage Network) and turn it on. The rest will happen automatically. Same with servers, attach the front end to the LAN for connection to clients and the back end to the SAN. Presto. nwfusion.com Here's anecdotal evidence of EMC's productivity argument that, of course, depends, on the unique profile of each customer's computing environment. ..........So far, Stott says the EMC system has exceeded expectations. "If you look at what operations people do in server management, the vast majority of their time is spent in storage management. And what the EMC SAN does is create one 4-terabyte disk that you can allocate on-the-fly to any server. It's much less labor- intensive in managing disk space than the Compaq- based solutions that we were using previously," he says. EMC also offered flexibility and scalability. "Normally, with a Compaq, HP or Sun storage array, you're limited in the total capacity that you can put on each system. With EMC, however, we can tie in any number of systems for any number of projects across the board whether [Windows] NT or Unix, and virtually one administrator can administer every single system from a storage perspective," Stott says. nwfusion.com