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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote ()1/18/2000 3:25:00 AM
From: mtnlady  Read Replies (2) of 54805
 
Long time lurker on SI threads and finally became a member (yea!). First I would like to thank this thread for providing quality info, good comrade and keeping to your high standards. A believer in G&K methodology myself (thanks to this thread & 'the book'!. Like others I found G&K was my 'instinctive' investing style. Now trying to be more methodical in my purchases to follow this philosophy. My DD has raised a couple of questions I thought this group might be able to help me with.

First... does JDSU's deal with ETEK begin to move them into a Gorilla spot versus Strong King? I wonder when their VERY STRONG king position will begin to open up avenues for JDSU to morph into a Gorilla.

Second, and the real reason for (finally!) breaking silence, is my research into VRTS has raised several questions that I thought this group may know. First, VRTS looks like a king/gorilla in the software back-up arena. Which beast it is I do not know yet.

VRTS controls over 95% of the Unix servers and over 65% of the NT servers. These are the two fastest growing segments (or so my research implies). Growth for the total enterprise back-up reported to grow 10x by 2005 (hyper growth). VRTS revenue growth reflects this huge growth and is outstanding. Major vendors (e.g. Sun, HP, MS, Compaq) all incorporating VRTS software as a standard feature of their offerings (i.e. value chain forming)

My question is has the group ever researched VRTS? If so what were the conclusions? Does anyone know what the barriers to entry/switching costs are in this arena? VRTS appears to control the architecture (almost all the vendors use them now) but switching cost is the one that is bothering me. Gorilla or king? If they control the architecture AND the vendors are building VRTS's software into their offerings (it appears they are) AND there is a high switching cost (the key question). Then we may have a gorilla on our hands with a VERY big market in front of it. Anyone have any answers/ideas?

My final question had to do with if VRTS has any inroads in the NAS sector or is it all SAN right now? Who controls the backup software for NAS? NTAP? Thanks for the help!
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