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

To: J Fieb who wrote (3999)	9/10/2001 5:31:42 PM
From: J Fieb	Read Replies (1) \| Respond to of 4808

ANother takeon EMC.... EMC's New Look: Small N' Cheap EMC Corp. (NYSE: EMC - message board) today announced an upgraded line of its Symmetrix storage arrays. But it could represent a double-edged sword for the storage behemoth. On the one hand, the products pack more capacity, network capabilities, and performance into smaller chassis (all of which is "pretty sweet," as Cartman would say). Additionally, the products are a lot cheaper than EMC's existing offerings, giving it a way to play in the mid-tier bracket of the market, against Compaq Computer Corp. (NYSE: CPQ - message board), Dell Computer Corp. (Nasdaq: DELL - message board), MTI Technology (Nasdaq: MTIC - message board) and others, where analysts say it could do some damage. "Users believe that EMC has the highest-end stuff, but only those 'elite' users have been willing to pay for it…this box is an effort to get a whole new audience to hop into this class of product," says Steve Duplessie, senior analyst at Enterprise Storage Group Inc.. Duplessie reckons, however, that EMC could also damage itself in the process (the other edge of the sword), by cannibalizing its own revenues from its existing Clariion mid-tier product range. "EMC appears willing to do this in order to steal shares from the others," he says. There are three models in EMC's upgraded Symmetrix line of storage arrays: the 8230, 8530, and 8830. The devices feature a better capacity-to-size ratio than EMC's previous offerings and have been outfitted with a new device, called a Global Cache Director -- essentially, a local cache that should boost performance. Also new are the networking capabilities. The 8230 can be outfitted with an integral 4-port Fibre Channel switch; the 8530 and 8830 can be equipped with either 4- or 12-port FC switches. This could have nasty repercussions for Brocade Communications Systems Inc. (Nasdaq: BRCD - message board) and McData Corp. (Nasdaq: MCDT - message board) whose raison d'être is Fibre Channel switches. So which one of the new EMC products is the most significant? "The headline is…they are all important," says Chuck Hollis, vice president of markets and products at EMC. Actually, Chuck, that definitely isn’t the headline. — Jo Maitland, Senior Editor, Byte and Switch byteandswitch.com Commentary from one poster...... MrNeutron Number: 1 Subject: Nice try eMc Date: 9/10/2001 11:12:13 AM Congrats EMC... you finally announced products that you've been shipping since April, and tout them as new. The cache upgrade is nice, and the more addresses can be helpful, but the faster processors are a waste. EMC can offer P4 2Ghz chips on their front end, it doesn't change the fact that they have a 1.44GB MAXIMUM internal bus speed, and that's SHARED with all the management data, so reality is MUCH lower. Still running on a 80 MB SCSI backend?? A Ferrari sounds like a good idea, but if it cannot shift out of 1st gear, what's the point? Truth is, EMC's architecture is old, and they know it. This is simply a band-aid approach to their problems...The Symmetrix is still yesterday's news.

To: J Fieb who wrote (3999)	9/11/2001 4:19:35 AM
From: Gus	Respond to of 4808

Tale of the tape from one EMC slide presentation: EMC HDS IBM CPQ Aggregate MIPS 61,760 10,620 6,496 132 Global CACHE 64 GB 32 GB 32 GB 16 GB Storage Capacity (RAW) 70 TB 37 TB 14 TB 6 TB Logical Units 8,000 4,096 4,096 128 Internal Fibre Channel 96 32 16 4 ESCON Logical Paths 512 256 64 None FICON Logical Paths 512 None 256 None