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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (40898)	1/26/2001 10:17:26 PM
From: Robert	Read Replies (1) \| Respond to of 64865

Some more numbers for storage.... External Storage Sales 1999 2000 1. EMC 24.1% 26.1% 2. Compaq 18.0% 15.8% 3. HWP 6.4% 8.6% 4. IBM 8.3% 8.3% 5. Sun 7.1% 7.5% Total Market 2000 - $33.93B 2004 - $53.29B Unix-based External Storage 1999 2000 1. EMC 26.2% 29.0% 2. Sun 14.5% 14.1% 3. HWP 10.3% 12.1% 4. Compaq 13.0% 8.5% 5. IBM 8.0% 9.1% SAN - Storage Area Networks 1999 2000 1. EMC 18.8% 30.9% 2. Sun 26.3% 13.6% 3. Compaq 18.7% 16.1% NAS - Network Attached Storage 1999 2000 1. NTAP 49.0% 48.6% 2. EMC 24.0% 29.4% 3. Auspex 7.8% 1.9% 4. Dell 2.4% 3.1% Total NAS Market 1999 - ~$822M 2000 - ~$1.7B 2003 - ~$6.6B EMC Widens Lead in Data Storage Markets, IDC Says quote.bloomberg.com.

To: E_K_S who wrote (40898)	1/26/2001 11:15:54 PM
From: JC Jaros	Respond to of 64865

I don't know. It seems to me I heard Ed Zander say something about growing in the storage space market share in a way that also didn't say EMC was eating Sun's lunch. What I *do know is that Sun bought a company last month to help address the competitive issue. Hopefully Sun can get some better traction into that space. -JCJ