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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (8762)	10/24/1999 8:44:00 PM
From: Len	Read Replies (1) of 54805

Interesting post Mike. I just finished re-reading the FM and have been rolling around the thought that members of this thread may be mistaken regarding EMC. Their software may well make them proprietary and the resulting switching costs will be very high. At this point EMC may or may not have control of the standards but if you consider them primarily a software company then maybe that criteria is not so important. In any case they are in a tornado with gorilla like market share. Well see how the rest shakes out. Len

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