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

To: Tony Viola who wrote (10919)	8/15/2000 11:56:28 PM
From: Gus	Respond to of 17183

Gus, translation, please! Whose products are xSP? From the EMC TNT page: EMC is the service provider to the service providers. EMC partners with the full range of xSPs, from the top to the bottom of the value chain -Application Service Providers (revenue quality is highest, seeks faster revenue velocity) -Application Infrastructure Providers -Managed Service Providers -Infrastructure Service Providers -Network Service Providers -Storage Service Providers -Hosting Service Providers/Co-locators (revenue quality lowest, seeks to move up chain) EMC is at the intersection of IT, Internet and Telco - where information lives The xSP opportunity for EMC -xSPs are a fast growing and ultimately huge storage market -xSPs aggregate demand among small and medium customers -xSPs wield major influence on Internet infrastructure emc.com Just to give you some ballpark figures from different parts of this spectrum, ad-supported personal hosting is generally free, a Netledger is charging a flat $4.95 a month for online book-keeping services and an EDS is charging a minimum of $50,000 per terabyte per month for a hybrid of best-of-breed application hosting and managed services. Projected Growth in Storage Server Class 1999 2003 Large scale ($1+M) 19,579 TB (10%) 377,350 TB (18%) Mid-scale ($100k-$1M) 48,193 TB (25%) 845,387 TB (45%) Small scale (<$100k) 116,868 TB (65%) 686,700 TB (37%) Source: IDC Report dated 3/00