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IDC: SANs Gather Steam: Page 2 of 4

Dell grew a whopping 81.5 percent in the lucrative open SAN market. While still fifth behind Hewlett-Packard Co. (NYSE: HPQ), EMC, IBM, and Hitachi Data Systems (HDS), Dell had 7.2 percent of the open SAN market in the quarter -- up from 4.6 percent last year.

HP led the open SAN category with a 31.2 percent of market revenue after growing 18 percent over last year (see HP Midrange Storage Impresses). EMC had 27.1 percent of the SAN market, and IBM was third with 14.5 percent of the market after growing 37.2 percent.

Figure 1:

When SAN and NAS revenues were combined, EMC came out on top, with 28.9 percent market share. HP held second with 25.6 percent of the market and IBM third with 11.5 percent. EMC, HP, IBM, Network Appliance Inc. (Nasdaq: NTAP), and Dell all gained market share from the third quarter in 2002.

Dell's success in SANs seems due to its partnership with EMC.
Dell and EMC co-brand storage arrays, including the SAN Clariion and Symmetrix systems (see Dell, EMC Talk Turkey). “It was a real good quarter for Dell,” says IDC analyst John McArthur, “and Dell’s growth was very much due to EMC.”