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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (45041)	7/31/2001 5:57:08 PM
From: JHP	Read Replies (1) of 54805

<<JHP, this is not actually the case. If you look every storage stock that I know of got creamed, didn't really matter if EMC's product was better than IBMs or NTAPs. The whole market got trashed.>> this is actually the case! as competitors saw EMC fat profit margins they jumped into storage and to compete they offered their products cheaper to undercut EMC. and as you say the cluster f*ck started! regards john

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