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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (34279)	9/19/2001 3:35:04 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68130

EMC keynote address: -Run rate 9 bil -lowering prices, tryin to build market share -did this during last down turn in 1995 -reducing expenses, cutting 2,000 people -now 23,000 from 25,000 people -prices falling faster than normal -33 percent share of market, next competitor 10.3 percent, others quite a bit less -overall market only 22 percent share, lot of share to take -Sevices CAGR 16 percent -Software CAGR 26 percent -Network Information System (NIS) CAGR 51 percent -Direct attached/internal CAGR -5 percent - 100 billion market by 2005 EMC growth Service 73 percent Y-Y Software 42 percent Y-Y NIS 53 percent Y-Y 2001 rev break down networked 41 percent ( software and service) software 23 percent services 11 percent systems 66 perent Going forward software 30 pecent services 20 percent systems 50 percent Most growth in software, most sales will still be hardware though, services will be the faster growing segment though small All systems will be networked. 5 billion in cash, 1 bill in R&D, 250 mil spent of software development 500 mil spent in last 6 months to buy software companies 80 development partners, ISP's Petabytes storage becoming common, storage doubling every year on average 20 percent on cost on system, most of the cost is people to manage the data 70 percent of sales will be networked going forward EMC attempting to increase automation and reduce customer complexity Market share: Sun/Solaris 43 percent HP-UX 46 percent IBM Mainframe 45 percent NT 31 percent Software 26 percent Competitors: SUN, HP, IBM, HDS Sun