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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (2684)6/17/1999 1:53:00 AM
From: JRH  Read Replies (1) of 54805
 
In the network memory area, it appears both emc and ntap have proprietary systems with significant switching costs, but neither had an approach that allowed them to be the sector's rulemaker

Interesting point. But does NTAP really have significant switching costs (DownSouth, are you out there)? It seems to me that _because_ NAS is so easy and quick to set up, that may be a disadvantage in terms of holding customers. Hmmm.....

Justin
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