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: Eric L who wrote (10760)	11/20/1999 4:13:00 PM
From: DownSouth	Read Replies (1) of 54805

Eric, I am pleased to say that I got out of EMC when the DGN acquisition came about. For me, that was an indication that NTAP is perceived as a threat (or the SAN market is perceived as worthwhile) to EMC. NTAP is much smaller than EMC, but its growth rate is much faster than EMC's. Both are good investments, but I see NTAP crossing EMC's stock appreciation curve and never looking back. That is my own just-for-fun conjecture.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next