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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Knight who wrote (50833)3/26/2002 2:15:13 PM
From: Uncle Frank  Read Replies (3) of 54805
 
He lost my attention right here, when he began generalizing:

Despite developing amazing technology, the storage industry has descended into commodity status. Past margins posted by storage companies are simply that--past.

Apparently he hasn't done his dd. Ntap's gross profit margins have been sustainable, and at excellent levels.

biz.yahoo.com

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