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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: James Sinclair who wrote (15447)	1/18/2000 1:04:00 AM
From: chaz	Read Replies (1) of 54805

James, I too have just finished reading your BVSN report. It's a first-rate job, and I want you to know, without reservation, that we'd have not developed the story had you not taken it on. I do have some follow on questions: Do you have any hints about the market share within the targeted 2,000 that BVSN may carry? Are the current customers their best prospects, or would reaching down into smaller enterprise situations be more lucrative....I'm thinking one day, the 2,000 may be pretty well stuffed...what then? Also, the small market may become attractive (ala EMC coveting NTAP's world)...could they compete successfully? Finally, I'm intrigued by the relationship with SEBL. There was no date in your review, so this may be "old" news...but is there a possible merger there? On another subject, which one do you want to do next?ggg

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