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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mmbw who wrote (50025)	1/24/2002 12:34:06 PM
From: Uncle Frank	Read Replies (1) of 54805

>> I was under the impression that ntap had unique technology for NAS. If so then are their other competitors using some of their technology or is it a free-for-all? Ntap does not control the entire nas sector through ipr, but rather through performance, and their approach to performance enhancement is patented. Their ability to maintain market share and high margins in the face of the tech wreck is a testimony to the strength of their approach. jmho, uf

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