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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (50006)	1/23/2002 2:22:57 PM
From: Uncle Frank	Read Replies (2) of 54805

>> I'm betting on QCOM and NTAP and EMC... Jacob, based on the disruptive nature of nas to san, I'm surprised that you still feel emc is a good bet. Hasn't the widening disparity in emc's margins when compared to ntap's confirmed that the dynamics of The Innovator's Dilemma are in play in the storage sector? >> thanks for welcoming me back on this thread. My pleasure. I'm delighted you've decided to rejoin the forum. uf

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