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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (16987)	2/2/2000 2:29:00 PM
From: tekboy	Read Replies (2) of 54805

OT Anecdote Buddy of mine--lurker here--just got back from Davos, where he was supposed to be a foreign policy wonk. At one point he found himself sitting next to a guy, looked at the nametag, and did a double-take: it was Mike Ruettgers, head of EMC. My friend (who's in NTAP thanks to all the discussion here) started to blabber away about SAN vs. NAS, whether NTAP was nibbling at EMC's low end, what the prospects for competition there were, etc. Ruettgers looked at him incredulously, and said: "Let me get this straight: you're here to talk about foreign policy?" :0) tekboy/Ares@canIsitnexttoDr.Jsometime?.com

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