Predicting Storage Growth
Ralph Finos Consulting has updated its 2010 storage spending growth rate estimate which has been accelerated by +2.5% since last quarter. Growth is being fueled in part by the relative weakness of the US$ compared to the 1st 3Qs of 2009, but there’s some real growth happening as well.
The Q409 growth rates will still be -5% YoY collectively, but this represents a +5% improvement over the Q3 YoY comparison.
The net effect is that storage spending levels will improve in 2010, but will only return to 2008 levels in 2011. or 2012.
For Q409, expect the following:
| Expected Q409 Storage | Growth Rate over Q408 | |
| EMC Storage | $3.037B | -3% |
| HP Storage | $844M | -8% |
| Net Apps | $893M | +2% |
| Dell Storage | $578M | -18% |
| All | -5% |
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