Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: unclewest who wrote (10555)	11/17/1999 8:37:00 PM
From: John Stichnoth	Read Replies (2) of 54805

Thanks. By your information, it would seem that ntap is a would be King, not a potential gorilla. These products will commoditize and be sold on price/performance/reliability. There doesn't seem to be much barrier to entry vis-a-vis proprietary knowledge or value chain. As each new farm is set up, the choice of server would be free. They all have to adhere to the network (presumably internet) protocol. Best, JS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next