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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (4314)7/27/1999 8:30:00 AM
From: DownSouth  Read Replies (1) of 54805
 
chaz, I meant "your rethinking", just as I said.

Thanks for sharing your thoughts. I follow them, but don't agree. For the last two years, EMC and NTAP stock performance have been neck and neck:

127.0.0.1:3456/SI/~wsapi/investor/chart?s=emc+ntap&pts=20&span=Months

But your thinking is clear. I disagree with it because I think NTAP is positioned in a part of the market (NAS) that has higher growth potential than the upper end that EMC commands (SAN). I also believe, and this is fundamental, that NTAP has a superior product and has protected that superiority with patents. I also believe that NTAP is applying its R/D resources in a much more focused manner than EMC is able to. (Read "The Innovators' Dilemma"--this is a classic example.)

But time will tell.

Long EMC and NTAP
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