Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Hal Barnett who wrote (4290)	7/26/1999 7:34:00 AM
From: John Carragher	Read Replies (2) of 54805

Thanks for finding the article! My first impression was it may impact companies like ntap. Companies that can't afford the equipment or don't want to tie up capital in equipment that may be outdated in a few years. I stand corrected on emc partner investing in this project I believe article says he didn't. I don't see anything to stop several companies like this entering the field to be an outsource storage corp. Buy the emc, Ibm, etc products and uncut prices for service. Note emc my largest holding and ntap in my sons portfolio. (I sold my ntap to buy more emc).

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