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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: AMF who wrote (38805)	2/1/2001 7:44:42 PM
From: DownSouth	Read Replies (1) of 54805

AMF, I wouldn't call my opinion that NTAP is the King of NAS and not the Gorilla of Content Mgt/Distribution a downgrade. I just don't think we have enough credible evidence that the Content platform market has tornadoed. Without a tornado, there is no Gorilla. I have found myself slipping into an advocacy role wrt NTAP over the years. I am resisting that role. My role is as an investor rather than an adovcate of a particular company. It is in this spirit that I discuss NTAP now. NTAP's upcoming little filers, DAFS/VI, and BRCM FC networked storage are very hot. The rules that NTAP's competitors are playing by are about to change. I say that with my most subjective hat on. These downgrades are the results of 1) fear of forward looking statements in the upcoming cc; 2) manipulative; 3) all of the above. (choose one)

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