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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: t36 who wrote (11714)	12/2/1999 6:07:00 AM
From: DownSouth	Read Replies (1) of 54805

t36, NTAP is a small company compared to the ones you mention, but it is very profitable (58% gross margin), dominates its space (Networked Attached Storage) (40+% share), is growing rapidly (90%/year), and owns intellectual property (ONTAP op sys, WAFL file system, SNAPSHOT file backup systems, Clustered Failover...) NTAP's Chairman of the Board is Don Valentine, ex-COB of CSCO. CFO of CSCO is also on NTAP's board. EMC is aware of NTAP now, as NTAP has a very high win rate against EMC (75%) even when EMC discounts heavily. NTAP's capacities are intersecting with EMC now. Suggest you look at NTAP's terrific web site for a lot of good information about their technology: netapp.com Galahad

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