Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (6656)	9/20/1999 7:16:00 PM
From: Mike Buckley	Read Replies (2) of 54805

UpNorth and everyone, Our conclusion is that EMC is the King of SAN. We also concluded that NTAP is the King of NAS. Folks, I don't have the time to get involved in a discussion about yet another company, but I'm compelled to go on record that I've never come to the conclusion that it's a royalty game. there is a possibility that in future years one will emerge as the Gorilla of storage subsystems. If it's a royalty game now, what is the ingredient that will cause it to become a gorilla game? --Mike Buckley

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