Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Trio who wrote (21144)	3/23/2000 6:00:00 PM
From: mtnlady	Read Replies (1) of 54805

To bad you can't have all 3! I like your choices. I believe there is more upside to NTAP and SEBL. CSCO's market cap is huge, their enterprise network market is aging and competition looms (ultra high speed routers/switches and the low end through software products from NT and others) and they haven't seriously broken into the fiber optic arena yet and made a dent in NT's run. However (as I am waiting for the thousand's of CSCO's tomatoes to come flying my way! Lol!), CSCO IS a great company. I just believe there is more room to fly with NTAP and SEBL. SEBL and CSCO are gorilla's. I may have missed it but I'm not sure if the thread ever officially decided if NTAP is one yet or not. Whatever the heck they are though (!) they dominate NAS and NAS, or some version of it, is the future of storage.

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