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Dell Sings EMC Song: Page 2 of 2

Bear Stearns & Co. Inc. analyst Andy Neff says in an investor note today that the largest strategic issue for Dell in 2003 is its intensifying battle with Hewlett-Packard Co. (NYSE: HPQ). He says the resultant market share shifts, and impact on profitability, will depend on Dell's success at scaling into the enterprise through its sizeable growth opportunities in what Neff calls the four S's: servers, storage, services, and switches.

Digging into Dell's storage results for the quarter, a company spokeswoman says it shipped 97 percent more NAS capacity year-over-year, while sales of the midrange PowerVault 770 and 775 had the largest quarter ever. "We refreshed this product line in the second half of last year, which boosted sales," she says. Education and government agencies were the biggest purchasers of this technology for storage consolidation projects, she adds (see Dell Restocks NAS Line).

EMC also reported a record quarter for Clariion sales last month. For its fourth quarter, ended Dec. 31, 2002, EMC says it sold approximately $200 million worth of Clariion hardware and software. It's worth noting that about a third of that Clariion revenue came from Dell, the largest reseller of this product (see EMC's Q4 Stars Clariion