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To: Neil S who wrote (20986)	3/4/1999 10:36:00 AM
From: Neil S	Respond to of 29386

EMC yesterday launched its new enterprise storage network (ESN) products in the UK, and predicted it would see $10 billion worldwide revenue by 2001. EMC CEO Michael Ruettgers also said EMC planned 40 per cent European growth. Commenting on the above, IDC analyst Klaus Eger, said the market was moving toward SAN, but that today's products were not as revolutionary as EMC was claiming. He added: "EMC's prediction of $10 billion revenue is reasonable. Regarding software, it has been taking market opportunity away from IBM, but the SAN market it still difficult to predict" Neil

To: Neil S who wrote (20986)	3/5/1999 3:04:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

Neil, Any way you can stratify these numbers into more distinct market segments, eg. high end vs low end storage?? In other words, I'm not so sure that these relative sales/SOM numbers reflect which vendors are going to be the largest SAN vendors. I believe that the SAN is targeted primarily to high end storage market.For instance, I have heard thru the grapevine that HDS is actually the second largest storage vendor in the world ( high end market, whatever that means ).

To: Neil S who wrote (20986)	3/7/1999 8:15:00 AM
From: Neil S	Read Replies (1) \| Respond to of 29386

Fibre Channel Market Projections This material was presented by Ed Frymoyer of EMF Associates at the FCA Summit Meeting in Jan 99. I. Total FC Market [$Billions] 98 99 00 01 02 03 cagr 98-03 3.5 4.8 7.0 11.3 16.6 23.1 46% II FC Market Changing Segment Percentages FC Market Segments 1999 2003 SAN Servers/JOBDs/NAS,etc. 75 58 FC Nics, HBAs, related- non server 11 12 FC Hubs 3 3 FC Switches 4 14 FC Bridges and Routers 1 1 Test Equipment 1 2 Software 2 6 Training, Installation, Services 1 1 Management Software and Services 1 3 The total Fibre Channel Market is forecast to grow at a CAGR of 46%. Assuming the total FC market is defined at end user prices, then this forecast implies a switch market of ~ $1.6 B in year 2003. [(23.1*.14)/2] The segments with the greatest increase in percent are switches [4% to 14%] and collectively software [3% to 9%]. Source: emf Associates, Inc. FCA Annual Summit Meeting Jan/99 See the FCA server for link [thanks to J Fieb for the heads up] Neil