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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Allegoria who wrote (37769)	1/22/2001 1:24:20 PM
From: Uncle Frank	Read Replies (1) of 54805

>> According to Dataquest, NAS last year was a $68.2 million market and projected to become an $8.3 billion market in 2004. SAN was a $1.8 billion market last year, and expected to grow to $40.4 billion in 2004. If you recall, I was skeptical of the $68.2M market size you cited for nas and didn't feel it passed the test of reasonableness based on ntap's sales.. I came across the following today: news.cnet.com <snip> Network Appliance has long been the leader in the NAS market, which researcher IDC projects will generate $4.1 billion in sales this year and $10.5 billion in 2003. <snip> There seems to be a large disconnect between IDC's numbers and those you attributed to Dataquest. I think you may have accidentally dropped a digit or two. uf

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