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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (10753)11/20/1999 11:54:00 AM
From: Eric L  Read Replies (2) of 54805
 
Frank,

Your holding NTAP. I'm holding EMC. Check out this amazing chart:

127.0.0.1:3456/SI/~wsapi/investor/chart?s=emc+ntap&pts=100&span=Weeks

Run the same for 60 months. Amazing again.

Shorter term NTAP outperforms, but I think the DG acquisition has a lot to do with recent EMC performance v. NTAP. Either way, investing in data storage is a given.

BTW: I darned near switched EMC to NTAP when the D(o)G acquisition was announced. That would have brought NTAP to its knees and you would not be celebrating your trifecta. <g>

- Eric -
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