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

To: Proud_Infidel who wrote (13480)	11/14/2001 1:26:40 PM
From: Gus	Respond to of 17183

Filling in the blanks. Preliminary IDC Forecast CY2001 External RAID Market Only Total DAS SAN NAS EMC 25.3% ~8.4% 37.9% 42.0% IBM 11.6% ~8.1% 18.2% ~2.0% Compaq 11.0% ~6.6% 17.9% ~4.0% NTAP ~4.0% 0.0% 0.0% 32.5% Others 48.1% ~74.8% 26.0% 25.5% Total 100.0% 100% 100.0% 100.0% Total Market Size $14.9B $6.8B $6.25B $1.85B ``Even in a year when budget pressures forced most large corporations to reduce their storage expenditures, the transition from direct-attached to networked storage deployment continues at a rapid pace,'' said John McArthur, Vice President of Storage Research at IDC. ``With significant market share leads in both SAN and NAS, EMC executed well in these growing segments. IDC believes more than half of all disk storage systems will be purchased in either SAN or NAS configurations by 2003, and two-thirds of the market will be SAN or NAS by 2005.'' Note: At a combined $8.1B, SAN and NAS will account for 54% of all external storage sold this year. At a combined $3.2B, EMC's SAN and NAS will account for 86% of its hardware revenue this year. EMC is well ahead of everybody in the transition from direct-attached storage to networked storage