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Technology Stocks : Network Appliance

NTAP 106.81

-2.4%

Nov 17 3:59 PM EST

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To: MileHigh who wrote (1389)	8/19/1999 5:33:00 PM
From: DownSouth	Read Replies (2) of 10934

You wouldn't sell a Gorilla candidate in the middle of a tornado, would you. Or would you sell an annointed King growing at 90%? FranQ, perhaps we should take this Gorilla/King discussion over to "your" thread. We don't want to scare folks here with this kinda talk, do we! BTW, fellow NTAP threadsters, Uncle Frank and I and a some folks a whole lot smarter than I carry on this way over on the Gorilla and Kings thread: Subject 25851 (Some of us have made some serious money as a result of these kinds of discussions. We have a couple of QCOM Quillionaires over there, for example.) I have pretty well annointed NTAP as "King of NAS" and EMC as "King of SAN". Now I am attempting to clarify my thinking as to whether NTAP is a Gorilla contender for a broader definintion of the yet-to-be-named market that EMC and NTAP are going after. Read the thread's header to get a feel for what a King and Gorilla are, as defined by the most excellent book "The Gorilla Game" by Geoffrey Moore, the thread's reference manual.

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