Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: t36 who wrote (6580)	9/20/1999 9:29:00 AM
From: DownSouth	Read Replies (3) of 54805

t36, we discussed EMC extensively from time to time. Our conclusion is that EMC is the King of SAN. We also concluded that NTAP is the King of NAS. The two are apparently on a collision course as EMC goes downmarket and NTAP goes up market. Both will continue to realize rapid growth, but there is a possibility that in future years one will emerge as the Gorilla of storage subsystems.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next