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

To: pirate_200 who wrote (13485)	11/16/2001 1:01:05 PM
From: Gus	Read Replies (3) \| Respond to of 17183

As usual, NTAP fanatics like you continue barking up the wrong tree. Those numbers are obviously based on the IDC numbers in the EMC press release. IDC has been around since the early 60s. It's probably older than you from the way you insist on using emotional arguments without context. IDC is well-respected for the consistent and methodical manner it refines the numbers it collects from the vendors not only in the storage industry. For example, in the IDC's final report issued in late January 2001, IDC indicated that EMC had 30.5% of the 2000 NIS market. In the November 2001 report, it indicated that EMC actually had 40%% of the 2000 NIS market indicating a slight slippage in EMC's NIS market share this year. Look, I understand that you're desperate to prove in the worst way possible that EMC is a cheater and IDC can be bought so that you can explain away NTAP's massive losses of market share in the much smaller NAS market and its total lack of participation in the much bigger SAN market, but, as you say, the simple math is undeniable. Follow the bouncing ball. EMC vs NTAP NAS (Network Attached Storage) Source: IDC January 2001 report/November 2001 report 1999 1999 2001 2001 Sales Share Sales Share NTAP $ 406M 75% $ 592M 32% EMC 54M 10% 777M 42% Others 81M 15% 707M 38% Total $ 541M 100% $1.85M 100% EMC vs NTAP NIS (Networked Information Storage) Source: IDC January 2001 report/November 2001 report 1999 1999 2001 2001 Sales Sales Sales Sales EMC $ 568M 20.3% $ 3.2B 39.0% NTAP 405M 14.5% 566M 7.0% Others 1.8B 65.2% 4.4B 54.0% Total $ 2.8B 100.0% $ 8.1B 100.0% emc.com emc.com Face reality. NTAP is losing market share not only to EMC but also to other companies who are furiously trying to copy EMC's winning SAN/NAS strategy. Only EMC has more than 5% market share in both the SAN and NAS markets, which it now leads even though it doesn't have a cheap and disruptive log-structured file system that fits all applications. Until you acknowledge that undeniable reality, there is no point to discussing anything else with you because you might sucker me into your own private little universe where you are the neeeeeked emperor with a concubine of 14 neeeeked veeergins and your precious NTAP will always have 75% of the NAS market because it has a cheap and disruptive log-structured file system that fits all applications. The repetition is meant to be constructive....sooner or laterl, probably with the aid of distance between you and your precious NTAP.<g>