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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (8741)	2/1/2001 4:21:53 PM
From: herry iball	Read Replies (1) \| Respond to of 37746

heya folks. Having all kinds of problems with Mytrack today. Tried shorting CIEN today several times and was stopped out each time.....too much whipsawing on the stock. Other than that, just happy that ARTG is turning over....my puts started looking good today. Noticed that OPWV is also starting to look weak with an overbought stoch, and a slow turnover in the MA's.

To: Sharck who wrote (8741)	2/1/2001 4:30:03 PM
From: housedog1949	Respond to of 37746

ur call on mkt..

To: Sharck who wrote (8741)	2/2/2001 9:20:00 AM
From: jj_	Respond to of 37746

MCDT & HWP Message 15287072 viwes.com Per an 8K filed yesterday, McData and HWP signed their OEM agreement on 2/1/2001. Sun is the dominant Unix vendor with about 42% share of the Unix server market. It is also the top-ranked Unix vendor in terms of terabytes shipped with about 25% of the total terabytes shipped for Unix (including JBOD). However, it continues its Red Sox-like losing streak in Enterprise Storage with its share of the overall external RAID market (based on revenues) barely budging from 7.1% in 1999 to 7.5% in 2000. The most telling statistic, however, is its disastrous drop in SAN/NAS market share from 18.5% in 1999 to 9.8% in 2000 despite all the hoopla created around Purple, which is partly based on their Maxstrat (1999) acquisition and what they could salvage from their ill-fated Encore acquisition (1997). By contrast, HWP managed to increase its overall share of the External RAID market by about 35%, from 6.4% in 1999 to 8.4% in 2000. Its share of the SAN/NAS market went up by 29%, from 4.9% in 1999 to 6.3% in 2000. As many know, HWP decided to terminate its reseller agreement with EMC in 1999 because it wanted to OEM Hitachi's disk arrays and build a storage management software business based primarily on their 1999 Transoft acquisition. Wit-Soundview issued a research note last year which indicated that HWP and Hitachi were pricing their high-end box up to 40% more than Symmetrix and their mid-range box up to 30% below Symmetrix. My guess, however, is that HWP eked out its market share advances by methodically going after the storage sale associated with Solaris in view of Sun's seemingly hapless position in storage, in technical terms and in marketing terms. Here's a closer look at HWP's market share: Total External RAID Storage Market (Market Share based on revenues) 1999 2000 EMC 24.4% 26.1% Compaq 18.0% 15.8% HWP 6.4% 8.6% IBM 8.3% 8.3% Sun 7.1% 7.5% Hitachi 8.6% 6.9% Others 27.2% 26.0% Total 100.0% 100.0% Total Revenues $16.8B $21.5B Networked Information Storage (SAN & NAS) (Market Share based on revenues) 1999 2000 EMC 20.3% 30.5% Sun 18.5% 9.8% Netapp 14.5% 13.7% Compaq 13.2% 12.1% HWP 4.9% 6.3% IBM 2.6% 6.7% Others 26.1% 20.9% Total 100.0% 100.0% Total Revenues $2.8B $6.6B S390 Mainframe Storage Market (Market Share based on revenues) 1999 2000 EMC 48.1% 50.3% IBM 20.0% 19.8% Hitachi 17.0% 19.1% Others 14.9% 10.8% Total 100.0% 100.0% Total Revenues $2.6B $2.1B Unix External RAID Storage Market (Market Share based on revenues) 1999 2000 EMC 26.2% 29.0% Sun 14.5% 14.1% HWP 10.3% 12.1% Compaq 13.0% 8.5% IBM 8.0% 9.1% Hitachi 4.6% 4.8% Others 23.4% 22.4% Total 100.0% 100.0% Total Revenues $8.1B $11.1B Windows NT External RAID Storage Market (Market Share based on revenues) 1999 2000 Compaq 31.4% 30.5% EMC 20.6% 22.0% HWP 6.4% 7.2% NTAP 4.8% 6.2% IBM 5.5% 5.9% Dell 4.3% 4.1% Others 27.0% 24.1% Total 100.0% 100.0% Total Revenues $3.4B $5.9B emc.com