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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (108073)	3/7/1999 5:45:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

edamo and others: Here is an interesting post from the EMC board on market share trends in the storage field.... <<Take a closer look at those IDC numbers. Compaq comes in at $5.5 billion in revenue, a 12% increase over the $4.9 it did in storage systems in 1997. IBM comes in second, at $4 billion, a 1.5% increase over the $3.9 billion in 1997. EMC comes in at $3.1 billion, up 31% from $2.4 billion in 1997. EMCs market share increased from 9.8% to 11.5%, while IBM's deceased from 15.8% to 14.3%. Compaq held steady, according to IDC, at about 20% of the market. If you eliminate internal storage, and just look at external RAID revenue, IDC estimates EMC as the market leader, with 35% of the market, to IBM's 22% and Compaq's 9%. EMC took the market share lead in external storage from IBM in 1998. EMC is taking market share from IBM across the board, and should move into the number two overall spot this year.>> ****IMHO, the handwriting is on the wall. EMC is becoming the gorilla in a fast growing and lucrative market. CPQ is not generating spectacular growth. IBM may have great technology but their storage products are not selling well at all. Michael Dell and his crew realize that by collaborating with firms like IBM and NTAP they can efficiently access the latest storage solutions from great R & D labs. DELL's BTO business model and relationships with many global clients will be an asset. All DELL needs is access to IBM's Global Service Network and they will be in a position to go after the high end enterprise business. That day could be coming sooner than many expect. Yet, there is still PLENTY of storage business to be done. DELL will ramp up in a major way in the next 6 months and compete on cost, quality and service. I look forward to hearing Michael Dell's future comments on Storage. IMHO, this is a market that he and his company are going to take VERY seriously in the future. Just some Sunday afternoon thoughts..... Regards, Scott