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Tucci said he also expects the same pattern in the fourth quarter, although he said the fourth quarter will come in a "tick" below what the company would have expected given historical trends. He said he expects the quarter will still have its traditional "budget flush," which happens when a company or government entity with left-over budget dollars spends them at the end of the year.
"The winners will be the IT vendors who can truly provide ROI (return on investment)," he said.
Tucci said he expects the overall IT market to grow in 2012 over 2011, although at a slower rate than this year.
Tucci said that EMC has yet to receive any fallout from the Thailand floods which have ravished that country's hard disk drive industry, and that based on where EMC's suppliers are based, he expects no major impact.
"We have been working very closely with our suppliers since the beginning ... Bear in mind, we tend to be our suppliers' biggest customer, and we get special pricing," he said.