Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: J Fieb who wrote (3689)	7/24/2001 4:28:34 AM
From: Gus	Respond to of 4808

Tale of the Tape (work in progress) EMC vs IBM vs Hitachi EMC EMC EMC Mainframe Enterprise SAN/NAS IBM HDS Storage Storage Storage Hardware Hardware Hardware 1Q00 312 0% 632 4% 323 271% 169 ? 198 ? 2Q00 312 0% 746 6% 458 272% - ? - ? 3Q00 312 0% 768 12% 567 273% - 50% 140 ? 4Q00 312 0% 734 (3%) 770 274% - 19% 250 ? 1Q01 250 (20%) 431 (32%) 883 173% 270 60% 485 145% 2Q01 250 (20%) 262 (65%) 714 56% 350 35% - ? Notes: 1) EMC mainframe storage revenue assumed at a level decline from $1.25B in 2000 to $1.0B in 2001. 2) IBM's Shark was released during 4Q1999. IBM reports Shark growth as part of overall disk subsystem growth which includes tape (flattish) and the 7133 (declining). Since Shark was introduced with great fanfare in 4Q1999, IBM has disclosed Shark's growth in only 3 of the last five quarters -- 2Q2000 (33%), 1Q2001 (82%) and 2Q2001 (55%). 4) EMC vs IBM one on one: EMC SAN/NAS IBM Shark 1Q01 $883M 173% $270M 60% 2Q01 714M 56% 350M 55% 5) EMC vs HDS one on one: EMC SAN/NAS Hitachi Data 4Q00 $770M 274% $250 ? 1Q01 $883M 173% 485 145% 3) HDS' fiscal year ends in March. HDS Storage Revenues grew 55% from $774M in FY00 to $1.2B in FY01 (ended March 2001).