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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (26448)	6/16/2000 4:44:00 PM
From: Eric L	Read Replies (1) of 54805

DS, << "We expect EMC to reign as the king of enterprise storage for the next three years as the current standards battle in the SAN market is perfect for EMC," said Milunovich. He added, "Network Appliance should thrive and over time threaten EMC as NetApp increases its capabilities. EMC may need to develop a NAS product in response or even acquire a company in this space," he said. >> I very much look forward to the battle that may (I think will) ensue between EMC & NTAP. Do you look for that shaping up? Meantime, I'm glad to cover my storage bases from both sides. - Eric -

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