Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Len who wrote (8767)	10/24/1999 8:50:00 PM
From: Jean M. Gauthier	Read Replies (3) of 54805

I think EMC is a gorilla, and not a royalty game. I have implemented EMC SAN's, and it is the software that is critical in the whole installation 1-Totally proprietary 2-High switching costs to move to another SAN architecture (MSFT-like API's code for applications) 3- Storage tornado in full form 4- High margins (a la cisco) 5- Value vhain building with add-on applications and services like OpenView (NMS) integrating in SMC's hardware and software Stupid CNBC shows them with Seagate, Maxtor and Quantum. Idiots. If MSFT & SERVER vendors keep on integrating EMC's platform software, it will particuipate in THEIR gorilla game and tornados. Have I missed anything here ? Thx and welcome back Mike we missed your excellent, well-written and thoughtful posts take care Jean

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