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

To: Gus who wrote (12915)	7/20/2001 3:07:26 PM
From: lkj	Read Replies (2) \| Respond to of 17183

Hi Gus, Can you tell me how you do the formatting so the chart looks so neat? Thank you, Khan

To: Gus who wrote (12915)	7/23/2001 12:00:51 AM
From: Gus	Respond to of 17183

Bigger Pictures: EMC REVENUE ANALYSIS 1990-2001 (1H2001) YEAR HARDWARE SOFTWARE SERVICES TOTAL R&D 1990 190 - NA 190 NA 1991 246 - 14 260 22 1992 366 - 20 386 34 1993 758 - 25 783 59 1994 1343 - 34 1377 118 1995 1852 25 43 1920 163 1996 2139 76 55 2270 161 1997 2688 177 75 2940 221 1998 3346 445 182 3973 315 1999 4564 822 362 5748* 573 2000 6246 1435 612 8293 783 1Q01 1564 468 232 2264 224 2Q01 1226 498 232 1955 246 DG acquisition closed 4Q1999 and resulted in restatement of financials from 1994-1999. The 1990-1998 numbers measure EMC's organic growth and do not include DG (Aviion and Clariion) financials. Only Clariion's numbers are included in 1999-2001 numbers. EMC HARDWARE REVENUE ANALYSIS 1990-2001 (1H2001) YEAR Mainframe Enterprise Enterprise Total Storage Storage STO Network Storage 1990-? 1995-? 1998-? Hardware 1990 190 * 190 1991 260 * * 246 1992 386 * * 366 1993 758 * * 758 1994 1309 * * 1343 1995 1652 200 * 1852 1996 1381 758 * 2139 1997 1218 1370 NA 2688 1998 ~1500 1905 <100 3346 1999 ~1250 2747 568 4565 2000 ~1250 2878 2118 6246 1Q201 ~ 250 431 883 1564 2Q201 ~ 250 262 714 1226 NOTES: Mainframe Storage -- original Symmetrix. EMC's market share went from less than 1% in 1990 to more than 40% in 1995. EMC still owns 50% of what is expected to be a $2B market this year. Enterprise Storage -- Mainframe Storage + Open Systems. EMC took the lead in open systems in mid-1996. Crossover between Mainframe Symmetrix revenue and Open Systems Symmetrix revenue occurred in mid-1997. Enterprise Storage Networks -- Mainframe Storage + Open Systems + SAN/NAS EMC took the lead in SAN in 1999 and expects to lead NAS by end of 2001. Crossover between Open Systems Symmetrix and SAN/NAS occurred sometime in 2H2000. BEFORE AND AFTER RESTATEMENT OF F/S EMC Restatement EMC Core (+ DG) Consolidated 1995 1920 1206 3126 1996 2270 1347 3617 1997 2940 1548 4488 1998 3973 1463 5436 1999 5322 1394 6716 Aviion vs Clariion Last 10 Quarters Aviiion Clariion 1Q1999 250 106 2Q1999 248 108 3Q1999 257 118 4Q1999 212 96 1Q2000 169 98 2Q2000 145 141 3Q2000 142 165 4Q2000 143 179 1Q2001 81 164 2Q2001 66 NA

To: Gus who wrote (12915)	8/2/2001 6:35:31 PM
From: Gus	Respond to of 17183

..... Information storage is still very early in its evolution as an independent technology. We are expanding the role of information storage from a networked information repository to an active enabler of business. The next major step is automated information storage, which will enable organizations to set high-level IT policy and have all the needed changes to their information infrastructures happen almost automatically.... .......We believe this next phase of EMC's evolution should propel us to a business model with slightly over 30% of our revenue coming from software and approximately 20% from services in 2003...... EMC Storage Revenue Breakdown 1Q99 to 2Q01 Plus 2003 Targets Period HARDWARE SOFTWARE SERVICES 1Q1999* 81.35% 12.57% 6.08% 2Q1999 81.21% 12.79% 6.00% 3Q1999 79.39% 14.27% 6.34% 4Q1999 76.50% 16.89% 6.61% 1Q2000 76.60% 16.32% 7.08% 2Q2000 75.76% 17.49% 6.75% 3Q2000 76.93% 15.51% 7.56% 4Q2000 72.70% 19.34% 7.96% 1Q2001 69.08% 20.67% 10.25% 2Q2001 62.71% 25.47% 11.82% 3Q2001** - - - 4Q2001 - - - 1Q2002 - - - 2Q2002 - - - 3Q2002 - - - 4Q2002 - - - 1Q2003 - - - 2Q2003 - - - 3Q2003 - - - 4Q2003 50.00% 30.00% 20.00% EMC started selling ESN (Symmetrix/Celerra + Connectrix). Data General acquisition closed in 4Q1999 and Clariion SAN/NAS became a formal part of ESN in 2Q2000. *Automated Information Storage. Stay tuned. ...."EMC is re-inventing the process of managing storage. One of the central elements in transforming the management of information storage is data mobility - the automated movement of data to raise performance while lowering management costs," Rothnie said.... ......"Automated information storage is an open strategy including all server and connectivity types, open APIs, cooperative support agreements, and connectivity to and management of heterogeneous storage platforms.... biz.yahoo.com