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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Peter Sherman who wrote (15893)	1/22/2000 10:52:00 AM
From: Eric L	Read Replies (1) of 54805

Peter, << EMC can buy NTAP for bupkis >> The more complete quote from Tucci of EMC of which I originally clipped only a portion is: "One of the reasons EMC purchased Data General is the Clariion storage product line and some of the PRODUCTS THAT WILL COME OUT BEHIND CLARIION. We're making a tremendous investment in Clariion. One of the advantages we have that Data General didn't have is that we have a lot of cash. There's a tremendous amount of work we're doing in the networked attached storage market. Between those two initiatives, I think you'll see us much more aggressive in the middle market. We're very serious about becoming the leader in the network attached market. You can count on that in 2000." Now while it is possible that EMC could develop NAS in house we can't rule out an acquisition. Tucci has said "leader in the network attached market ... you can count on that in 2000." He is accountable for that statement. While NTAP is the clear leader in NAS with 40% market share according to IDC, Auspex Systems Inc., is the next largest with a 21% market share. Is it possible that if the EMC took the acquisition route they might shoot for NTAP's Santa Clara neighbor? Does anybody recall what DG's market cap was when EMC acquired them? Disclosure: I hold EMC, and have for some time. I have freed up some cash and have a GTC buy order for NTAP to supplement my data storage position. DownSouth has presented a convincing case for NTAP and both companies are included with 9 other companies including Qualcomm, CSCO, Intel, & Sun, in the new Fortune e-50 Index, Net Hardware Companies category. - Eric -

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