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Technology Stocks : Network Appliance

NTAP 110.40

-1.8%

Nov 11 3:59 PM EST

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To: Drake who wrote (1704)	12/2/1999 10:24:00 AM
From: Uncle Frank	Read Replies (2) of 10934

>> why EMC is more 'widely held' than NTAP among the G&K thread gang? Gorilla gaming is a conservative strategy; if there's no Gorilla in a sector, we usually opt for the King. Speaking for myself, I viewed network storage as one sector, with emc as King and ntap as a Prince vulnerable to the whims of the sector's rule maker. It wasn't until Down South educated us about the differences between nas and san that I began to see ntap as a King in its own right. Now, Gilder's recent commentary has made us all aware of that distinction, and ntap is gaining popularity among the Gorilla hunters. uf

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