Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (15907)	1/22/2000 1:15:00 PM
From: BirdDog	Read Replies (1) of 54805

<<1) In the long term, what is it about NTAP>> Expectations... << 3) Depending on the answer to #2, am I better off looking at other product categories in which to play Gorilla/King Games, or am I better off playing those games in this turf?>> I own both of these. NTAP was a double investment for me. It is now worth over 3 times my holdings in EMC (since oct). I do definitely believe this sector is going to explode over the next five years. I think even Guilder has written this opinion also? NTAP has a product that their customers just plain love. That cache is fantastic...saves alot of time in the office and also depends on the way NTAP has set up their storage. The CEO of NTAP has said that they use no different storage than anyone else, same hard drives, can use anything for the actual storage. It is the way they set up the entire system and cache that is special. The CEO has also said it is not easy to accomplish what they have done...many have tried and failed. (This doesn't mean it's a Gorilla). But when you add this to the impending explosion of network storage....You got a fantastic investment... I invite everyone to do their DD on this company and sector..I think you will be happy with it.. Ron

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