EMC's direct sales force accounted for 40 percent of Clariion revenue; one third (or about $66 million) came from Dell Computer Corp. (Nasdaq: DELL); and EMC's other partners represented the remainder.
"The Clariion is picking up steam, and I think the Dell partnership is driving that," says Kevin Hunt, an analyst with Thomas Weisel Partners. "EMC is definitely in a better position than they were a year ago, when they were struggling with old products."
While Tucci believes storage spending will be flat to slightly up for 2003, he said he expects the company to be profitable -- and to take market share -- in each quarter of the coming year. For the first quarter, EMC expects $1.35 billion to $1.40 billion in revenue and, at best, earnings of a penny a share.
One of the company's most important product launches of the year will be the Feb. 3 debut of the Symmetrix 6 in New York City. Tucci assured analysts that it is "truly a next-gen product, not a midlife kicker, and its quality and performance are truly exceptional." He did not provide any additional details on the Symm 6, except to say EMC truly expects a very slow January for Symmetrix sales (see EMC Sets Symm 6 Debut and EMC Readies Symmetrix Upgrade).
Analysts still worry, though, about possible overlap between the new Symmetrix offering and the high-end Clariion CX600, the hottest seller in the fourth quarter.
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