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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (11749)	12/2/1999 11:24:00 AM
From: Eric L	Read Replies (1) of 54805

DownSouth, << EMC is older and bigger. >> I also think it consequently has a bit more name recognition with investors, since it was the number 2 performing stock for the first 9 years of this of this decade behind Dell and ahead of Cisco. << Look at this for a 20 month perspective >> When you do also run the 30, 40, 50, 60 month charts. Unbelievably close. Anyone could have held either or both for this time period and not know the difference. You could infer that NTAP is really coming on right now. However I (personally) think that actually what you are seeing is a short term advantage to NTAP based on some indecision about what the effects of EMC's acquisition of Data General for the short, and medium term are. This seems to be clearing up to a degree and EMC starting to inch on up although clearly it will not have a year like NTAP. I am also of the opinion there are more Y2K concerns in SAN space than in NAS space. Y2K concerns keep cropping up in regard to EMC and have definitely affected performance this year. DownSouth, you might have an opinion on this. - Eric -

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