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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (15569)	1/18/2000 8:39:00 PM
From: Greg Hull	Read Replies (2) of 54805

DS, Thank you for comparing EMC and NTAP for us. Based on your evaluation I bet a number of readers will consider selling any EMC they still have and buy NTAP instead. One last question - EMC is trying to reshape their image as that of a software rather than hardware company. Can you think of any of their software offerings that will distinguish (significantly) them from NTAP for the next few years? Thank you once again, Greg

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