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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mmbw who wrote (50023)	1/24/2002 11:44:25 AM
From: Uncle Frank	Read Replies (1) of 54805

>> Any thoughts on this? The first thing that comes to mind is, where's DownSouth when I need him? This is not a good thing for ntap. It appears that it is difficult to partner with msft, orcl, and ibm at the same time on competing products. I've seen some discussion about it, but to the best of my knowledge, no one has pinned a dollar value to the potential damage. uf

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