Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (11749)	12/2/1999 10:58:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> Simple: EMC is older and bigger. I'm not sure that's the key to emc's higher weighting in gg portfolios; if that were the criteria, Mr. Softee would be our most popular holding. My response to Drake on your ntap thread was, >> 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. I should have added that Gilder's report suggests ntap may have a proprietary approach to nas that might offer pongoid possibilities. Now if you'd stop hanging with the good old boys at the curmudgeon site and apply yourself to the assignment you've been ducking, we might be able to substantiate some of this speculation <g>. Prosperous researching, uf

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