Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote ()	1/12/2000 4:27:00 AM
From: Seeker of Truth	of 54805

Veritas,(VRTS) looks like a king to me. Their software manages storage at all levels, even with a hybrid network using various operating systems. Disks have to be defragmented, backups have to be done in such a way that the system can keep on running while they are being done. The operations should be able to be resumed perfectly when the system goes back up after a crash. Their nearest competitor in size, Legato, does less than half their volume of sales. The growth rate is over 40% per year. However the price is shockingly high. I'm not touting it. Since the user, i.e. the system manager, does not have to get involved in the internals, we can say that there is no proprietary architecture even though of course the internals are private. The stickiness is similar to that of web site host servers in that the moment of change over would be tricky. Disclaimer: I own some; I don't want to pay Canada's huge capital gains tax so I'm stuck with it. The price advance has been gorilla like but it is not a gorilla; there are no smaller companies that have to build things to be compatible with it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next