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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (4567)	8/3/1999 4:13:00 AM
From: chaz	Read Replies (1) of 54805

DS and thread: Here's what I should have said to begin with. On the NTAP home page is an IDC 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 at 20%. Referring to the SI profiles on each, NTAP is 17X the larger. ASPX is losing sales and posting losses, currently dropping 7 mil on 30 mil in revenue. When NTAP was at 30 mil revenue, it had profits of ~4 mil...back in mid 1997. At that time, ASPX had 50 mil revenue and ~ 5 mil profit. NTAP passed ASPX in sales in late '97, early '98. (my error on the previous post was mistaking market cap for annual revenue...hey, look at the time stamp. I gotta cut this out!)

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