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A while back, I shared how the industry analyst firm of IDC viewed the storage market. A surprising number of people were interested in what could ostensibly be categorized as a rather boring tech subject. As part of the recent EMC investor day, David Goulden shared a very detailed, behind-the-scenes EMC view of the evolving storage marketplace. It's probably the best segmentation model I've seen to explain the macrodynamics of what's going on right now -- and well into the future. IDC and the other industry watchers do a nice business in studying the storage landscape, and selling their insight to subscribers. Not to be disrespectful of anyone's work (we do buy their services) but you should to keep in mind that -- as EMC -- the majority of our multi-billion dollar business is either storage, or things that relate to storage. So we really, really care about having good models :) If your interest in storage technology and market dynamics is more than a passing one, you'll find this model very interesting. I did. Don't Write Off Storage Just Yet If you're looking for spectacularly uninformed opinions, the internet is a great place indeed. Folks who aren't close to... |
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