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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (10564)	11/17/1999 9:19:00 PM
From: DownSouth	Read Replies (1) of 54805

John, let me make some distinctions for you. INTC and others are getting into the server farm business as service providers==not as product providers. These service providers will be come big NTAP, EMC, et al customers. There are significant barriers to entry into the SAN/NAS product market. NTAP has patents on storage techniques, NVRAM management techniques, clustering technologies, etc. They also have many staff years invested in R&D that is proprietary. You can easily compare NTAP to CSCO. CSCO is a software company. Their hardware components are from others and are commodities. Same for NTAP. NTAP interfaces to the network using standard comm protocols and to the application programs using standard file protocols. What is behind those file protocols is intellectual property==patented software. Hope that helps.

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