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EMC Sets Symm 6 Debut: Page 2 of 2

"This doesn't bode well for people like CNT [Nasdaq: CMNT] and Inrange Technologies Corp. [Nasdaq: INRG]," says a source. Both CNT and Inrange sell networking devices that extend Fibre Channel data over IP networks. The source notes, however, that "whether EMC sells a lot of the eBlade is another question."

The EMC/Cisco codevelopment work on the Symm 6 raises interesting implications for EMC's expected qualification and resale of Cisco's MDS 9000 Fibre Channel switches. There have been no official announcements from EMC on this front yet (see HP Next to Green-Light Cisco? and IBM Tells Cisco: 'Let's Go!').

EMC representatives did not confirm or deny that the Symmetrix 6 will be the subject of the Feb. 3 event. However, says EMC spokesman Mike O'Malley, "this quarter we'll address the high end."

"Without getting into details, you'll see an entirely new trajectory in performance, availability, functionality, and economics," he says.

Industry observers say the Symm 6 is at least a year late. In the meantime, both IBM Corp. (NYSE: IBM) and Hitachi Data Systems (HDS) have released newer versions of their high-end storage systems -- resulting in EMC losing share and seeing its sales of Symmetrix decline in the back half of 2002 (see HDS Gains on EMC, HDS Switches On 'BlackLight', IBM Gives Shark a Kick, and EMC Stagnates