Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fred Levine who wrote (15284)	9/16/2003 2:11:19 PM
From: Gus	Read Replies (1) \| Respond to of 17183

With accelerating DMX sales and Legato (~$77M/Q) slated to come online in the seasonally strong 4Q2003, EMC Software has a very good shot at exiting 2003 with at least $500M in quarterly software (license and maintenance) sales. IDC STORAGE SOFTWARE QUARTERLY TRACKER September 2003 1Q2003 1Q2003 2Q2003 2Q2003 Q2Q Vendor Revenue Mkt. Sh. Revenue Mkt. Sh. Revenue (%) EMC $ 351M 24% $ 399M 26% 13.6% VRTS 300M 21% 323M 21% 7.6% CA 139M 10% 142M 9% 1.8% IBM 125M 9% 134M 9% 7.8% HPQ 98M 7% 107M 7% 10.0% Others 444M 31% 458M 29% 2.2% Total $1.457B 100% $1.563B 100% 7.3% IDC's Worldwide Quarterly Storage Software Tracker is a quantitative tool for analyzing the global storage software market. <font color=red>This Tracker counts new license and maintenance revenues quarterly</font> and provides data segmentations by vendor, submarket, functional product family, and region. It further characterizes the storage resource management(SRM) and storage replication markets by the execution location of the software within the host, fabric, appliance or storage system. byteandswitch.com <font color=blue> COMBINED EMC/LEGATO EMC+Legato EMC+Legato EMC+Legato New Licenses Maintenance Total 1Q2003 ~$333M ~$ 92M ~$ 425M 2Q2003 ~$356M ~$120M ~$ 476M