麦肯锡 The Storage Report –Customer Perspectives amp; Industry Evolution.doc

麦肯锡 The Storage Report –Customer Perspectives amp; Industry Evolution SPECIAL REPORTThe Storage Report –19 June 2001Customer Perspectives amp;Industry EvolutionA Joint Industry Study by McKinsey amp; Company andMerrill Lynch s Technology Research GroupServer amp; Enterprise HardwareContributorsMerrill LynchThomas KraemerFirst Vice President(1) 212 449-7140thomas_kraemer@James BerlinoFirst Vice President(1) 212 449-4411James_Berlino@McKinsey amp; CompanyJohn Griffin(1) 203 977-6709Doug Haynes(1) 203 977-6946Thomas Herbig(1) 203 977-6839Peter Stern(1) 203 977-6700Alberto Torres(1) 650 842-5731storage@Merrill Lynch amp; Co.Global Securities Research amp; Economics GroupGlobal Fundamental Equity Research Department#12086RCThe Storage Report Customer Perspectives amp; Industry Evolution 19 June 2001Background and Scope of thisAcknowledgementsReportThe McKinsey working team would like to acknowledgethe assistance and contributions from a number ofThis report is the result of a joint research effort byindividuals within our Firm. In particular, Tom French,McKinsey amp; Company and the Enterprise HardwareBill Huyett, Mike Nevens, Paul Roche, and Jack WelchGroup in the Technology Group of Merrill Lynch s Globalprovided helpful guidance and support for this project.Research amp; Economics Group. It is the result of a seriesTireless work by Chris Adams, Jason Miller, and Katherineof ongoing conversations among the authors and theScott provided the critical research and analysis required tomutual decision that pooling resources would prove agenerate this report. In addition, Alyssa Hasher providedproductive means to gain insight into key market trends.much-appreciated assistance throughout this project.The report contains an assessment of customers enterpriseMerrill Lynch would like to acknowledge the contributionsstorage needs, including the applications that give rise tofrom a number of people, in particular Ananda Baruah, Jaythe need for storage, capacity d