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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (10497)11/17/1999 11:33:00 AM
From: Apollo  Read Replies (1) of 54805
 
Sir Galahad, as the thread expert on ntap, I'd appreciate you re-examining its Gorilla potential.

Having read the GTR, it seems Gilder & Christiansen believe that NAS represents a disruptive technology (ie, a discontinuous innovation), which could place NTAP in the gorilla neighborhood. NTAP has 42% of the NAS market, I believe. The GTR calls SAN an over-hyped storage method, which requires too much resources to maintain, and due for extinction. As an EMC shareholder, I find this troubling, even though my holdings in EMC are up about 40% since July.

(Hey, remember when +40% for 3-4 months was pretty good?)

Apollo
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