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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (4561)8/3/1999 3:42:00 AM
From: chaz  Read Replies (3) of 54805
 
DS: On the NTAP home page is an IDC news article (posted earlier I think) showing their market growing roughly 50% annually for the next four years, with NTAP currently commanding 40% of it, and ASPX, the only other company mentioned, at 20% market share.

To double check, I called up the SI profiles on both...ASPX is (currently) holding 5% of the revenue NTAP reported. Do you have any idea as to why these two figures don't jibe...that's a very large discrepancy.

BTW, I placed an after hours order for NTAP in my Roth. I know, I know....dry powder burning a hole in my pocket. No, I didn't use it all.
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