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

To: Yamakita who wrote (11104)	9/13/2000 12:39:58 AM
From: Katz R Us	Read Replies (1) \| Respond to of 17183

Yamakita, WOW! I loved that article. I have been in and out of EMC for about 4 years and made a few bucks. Now I'm in for the long haul. I think this stock is the REAL GORILLA!! Barbara

To: Yamakita who wrote (11104)	9/13/2000 5:02:40 AM
From: Gus	Respond to of 17183

*EMC's Product Development Cycle:* Cumulative Delivery/ Foresight Investment Execution Cached RAID 1990-1991 $ 42M 1st to market 1991 Storage Software 1990-1994 $252M 1st to market 1994 Enterprise Storage 1990-1995 $415M 1st to market 1995 Storage Networking 1990-1999 $1.7B 1st to market 1999* One estimate out there is that EMC grabbed 40% of the 1999 SAN market and that it is widening its lead. This seems to be supported by the sales of Fibre Channel Director switches from the only 3 vendors with Director switch technology -- McDATA, CNT and InRAnge. McDATA's overwhelming lead (99.8%) in this market segment is primarily due to EMC's lead. One can use the director switch as an indicator of sales of core-edge switched fabrics, which IMO is the best way to sell a SAN EMC Addressable Market - 1999 Revenues $6.7B* 2000 $ 44B 2003 73B 2005 100B* *Total Storage market will be 2x the total Server market with great upside possible from such initiatives as the digitization of 17 million hours of analog content and the massive creation of new digitized content material.

To: Yamakita who wrote (11104)	9/13/2000 9:09:12 AM
From: Apollo	Read Replies (2) \| Respond to of 17183

Hey Yamakita, you beat me to posting my own stuff, which I was about to do this AM. <g> Message 14370982 The Gorillas & King Candidates Thread thinks both EMC and NTAP are Kings in their respective realms. EMC, especially, is a dominant king, because, as was pointed out clearly in their presentation yesterday here in Boston, EMC is the only company that plays in all segments of storage, and is dominant or a co-leader in most of those. However, it does not own a proprietary open architecture around which a value chain has formed, and therefore is not a Gorilla. Using the term gorilla, the way Geoffrey Moore intended it to be used, is important as it relates to predicting future revenue growth because the Gorilla enjoys a much more prolonged Competitive Advantage Period. Kings can do great too, such as in the case of Dell the past 10 years. But, without a proprietary architecture, a day of reckoning may come, again, such as with Dell. EMC may continue as Market Leader for another 10 years, by outresearching the other guys, and by outselling and by outexecuting. But be forewarned as to the differences in risk between a Gorilla (MSFT with Operating Systems), and a King (Dell with PCs). Most on our thread think NTAP is a king, but DownSouth makes a persuasive case that it may be a Gorilla because of its WAFL filing software, which is proprietary. What I liked most about the presentation is that I finally understand the difference in market size, and the relationship between EMC and NTAP. That is, EMCs market is in 2000 is about $44 billion. The NAS submarket, in which EMC participates but NTAP dominates, is about $2 billion. This gives me a better perspective overall. EMC estimates the Storage Market to be about $77 billion by 2003. thanx in advance for the wonderful contributions here, especially by Bill F. and Gus. Apollo (back to lurk mode) Long EMC & NTAP