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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (37721)1/10/2001 12:40:37 PM
From: techreports  Read Replies (3) of 54805
 
How can NTAP be a gorilla? What architecture do they own? Who do the license to? Anyone can make a NAS product. NAS is a royalty game, however, NTAP might have some key patents that might their product better. It seems to me that EMC and Network Appliance have to spend millions, if not billions on R&D to make better software and hardware than the other players. Seems like a royalty game.
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