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 (10494)	11/17/1999 12:34:00 AM
From: Uncle Frank	Read Replies (5) of 54805

Sir Galahad, as the thread expert on ntap, I'd appreciate you re-examining its Gorilla potential. Mr. Gilder seems to think they have some ipr (or is it just software?) and predicts they are headed into a gigantic NAS Tornado. He has a pretty amazing ability of identifying emerging markets. Ntap has simian-like growth and margins. If their patent portfolio represents a significant barrier to entry they might have a chance to be #3! uf

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