Stevens: The trends we've talked about are pretty uniform globally, but each market is at a different stage. There's quite a bit of variation, not so much in servers but in storage.
The NAS business is much smaller in Asia than elsewhere, for instance, but Asia will have the fastest growth in storage. Japan is like the U.S., with lots of SAN. China, Southeast Asia, Korea that's a new market. There are developers there and in Taiwan looking to build low-cost servers and storage devices. Companies like Samsung are innovating around low-cost storage and cheaper disks for mass market use.
All parts of Europe and Russia present massive opportunities for storage.
Byte and Switch: What about India? We hear a lot of storage companies investing in storage technology centers there. [See Intransa Goes to India With SES, EMC to Invest $100M in India, NetApp to Open Facility in India, and Microsoft Adds India Storage Team
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