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

To: Douglas Nordgren who wrote (3735)	8/2/2001 3:39:22 AM
From: Gus	Respond to of 4808

....Coupled with Compaq's poor service record, I can't see this as an attractive package for the larger heterogeneous SAN market. Well, Compaq can always fall back on its "heritage" in open systems.<g> Check out my estimates of the average SAN revenue per vendor in 2000. The top 4 vendors with the largest SANs -- EMC, HDS, IBM, HWP -- are already offering directors and fabric switches. The bottom 3 vendors with the smallest SANs -- Compaq, Dell, Sun -- are only offering fabric switches. Correlation? 2000 SAN MARKET - Gartner Plus Average SAN Revenue (extrapolated) SAN Revenue SAN shipments Average Share Sales % Units SAN REVENUE EMC 38.8% $1.88B 11% 5,388 $348,924 Compaq 28.5% 1.38B 49% 24,000 57,500 HWP 10.4% 502M 7% 3,429 146,398 IBM 4.5% 219M 2% 980 223,469 HDS 3.4% 165M 1% 490 336,735 SUNW 3.0% 147M 14% 6,857 21,438 DELL 1.4% 67M 3% 1,469 45,609 Others 10.0% 484M 13% 6,367 76,017 Total 100.0% $4.84B 100% 48,980* $ 98,816 *IF 24,000 SANs equate to 49% THEN 48,980 SANs equate to 100% Sample calculation: 48,980 x EMC(11%) = 5,388 SANs; $1.88B/5,388 SANs = $348,924 Numbers galore. Message 16159005