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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (20981)	3/22/2000 12:39:00 PM
From: Charlie Stone	Read Replies (1) of 54805

DS, EMC OEM'ing a weaker vendor's product would be an ironic turn of events...(if it happens)... You may recall that IBM, which could not successfully compete in this area a few years ago with EMC, struck an OEM agreement with StorageTek (STK)...EMC continued to prevail and dominate...the irony is that the shoe may now be on the other foot, so to speak, if EMC attempts the same unsuccessful strategy. Charlie (Long both EMC and NTAP)

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