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James B. Rothnie, CTO, EMC Corp.: Page 8 of 9

Rothnie: Most of them will go out of business, yes. Some
will be acquired. Customers require a strong service and products. Storage
is about having your information assets well protected, which makes this a
bad place for startup companies.

[Note: EMC has acquired at least five startups in the past 12
months.
]

Byte and Switch: Changing the subject a bit, Jim, what’s
your view on Fibre Channel versus iSCSI?

Rothnie: Well, for starters, it’s not one or the other. The
implementation of SANs requires Fibre Channel today, as the TCP/IP processing
overhead on the servers and the storage side consumes too many cycles, so its
not practical to use IP yet. Once the TCP/IP offload cards come out and get
inserted into systems, this approach to building SANs will become acceptable,
but it will not replace FC, it’ll just be another way of doing things.

Byte and Switch: How do you work out which technologies to
invest in?