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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (37731)1/10/2001 1:13:20 PM
From: Uncle Frank  Read Replies (2) 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...

That was our early thinking, but Down South, who is the Primo Propeller Head on the ntap thread, has looked deeply beneath the surface to reveal what may be pongid genes. I'd suggest you look at his 3 part report before you dismiss that possibility.

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