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To: DownSouth who wrote (5996)	1/29/2001 2:36:13 PM
From: HDC	Read Replies (1) \| Respond to of 10934

DS, Here is my opinion about the IDC numbers in a reply to Norman: Norman, Hi! It is a good read! It seems to indicate that the NAS market is growing faster than the 70% figure we've been reading. If NTAP has approx. the same marketshare in 2000 vs. 1999 (48.6% vs. 49%), then the NAS market must have doubled since NTAP's revenue doubled in 2000. However, I'm curious about these numbers. Dan W. said in a recent Salomon Smith Barney presentation in December 2000 that NTAP's market share in 1999 was 60.1% according to Dataquest/Gartner Group. He also said that his data indicated that NTAP's marketshare in 2000 was closer to 70%. These numbers clearly do not mesh. My guess is that the IDC data includes the entry level NAS units and Dataquest does not. Entry level units carry a maximum of 7 drives. These are the units which are made of Quantum, etc. The SNAP brand comes to mind. Do you or anyone else have any ideas as to why the numbers differ? Maybe Dataquest will have their numbers out soon. DS, Do you agree or have any other thoughts? Best, Duncan

To: DownSouth who wrote (5996)	1/29/2001 3:54:27 PM
From: Tulvio Durand	Read Replies (3) \| Respond to of 10934

DS, you got to admit EMC is doing one hell of a job distancing itself from its nearest competitors. It leads in all categories of storage. In the lone exception, NAS, whereit it is #2 it is catching up, ie gaining on, NTAP. That's not my opinion. Message 15257331 I don't see how market bottom figures in the comparative share numbers. ... Also, the bottom of the market may or may not be included in these numbers. On the question of the "broken stock", I agree it's subjective. I asked the question hoping to get a spirited defense from the 'conoscenti' on this thread. I was not disappointed. Hey, I nabbed message #6000. Tulvio