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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: t36 who wrote (11740)12/2/1999 10:05:00 AM
From: Apollo  Read Replies (3) of 54805
 
hi snasnaway, i know all about storage..i have had emc for 4 years..i guess i did word my question well..i presented emc to this thread as a potential king ...but learned it probably is only a prince..so i guess my real question would be "why would ntap be a potential gorrilla and emc not???" sorry for not wording it right..

Maybe it's easier to just spell Stan <g>

Galahad will answer you, although his last post did address this already.....which is to say that NTAP might be a gorilla if it has proprietary enabling hardware or software, which is significant and cannot be duplicated. Galahad has surmised that its software might be this, as it relates to NAS.

Downsouth, what sayeth you?

Stan
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