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

To: ratan lal who wrote (13588)	12/3/2001 3:07:39 PM
From: Gus	Respond to of 17183

but 2& 3 add up to $533M. YES? So either 1 not TRUE or 2&3 not true? If 1 not true then 1 is $533M. YES? Yes, but simply adding up SAN(block) and NAS(file)in 2 and 3 includes SAN/NAS hybrids (block/file) that fall under the traditional definitions of SAN and NAS. In this case, the overlap reported by EMC is $84M. That overlap is due to hybrids like Celerra HighRoad and Celerra SE, modular solutions that sell in different ways. That's why NIS is the more meaningful category to follow as SAN/NAS hybrids become more popular. For example, the Open System SAN market is more than 2x the size of the NAS market so EMC's lead in SAN and NAS is confirmed by its lead in NIS. Alternatively, EMC's continued lead in NIS can be explained by the fact that it is the only vendor with more than 5% market share of both the traditional SAN and NAS markets. The equivalent category used by Gartner/Dataquest to complement their traditional SAN and NAS categories is FAS (Fabric-attached Storage).