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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (17016)	2/3/2000 6:27:00 AM
From: Pigboy	Read Replies (1) of 54805

hey tekboy << 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?" >> lol. been lurking here on occasion. there are some smart posters. NTAP, btw, is not strictly NAS. A lot of people out there (G.G..G...G...Gilder included) believe its an GE future and FC is a small niche. Common sense to me says that both grow massively in the next few years and they compliment each other. NTAP will be doing SANs as well as NAS shortly, imho. Does anyone know what a Web server farm is yet? ;-) cheers, pigboy

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