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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: puborectalis who wrote (51308)	5/11/2002 11:52:00 PM
From: Jacob Snyder	Read Replies (1) of 54805

I listened to that presentation by Steve Duplesie, of Enterprise Storage Group. He said: In storage, only software gets profits. The hardware is a commodity, prices rapidly going to a penny a megabyte, so disc storage is as cheap as tape for backup. EMC may be acquired by Dell. Dell, in his opinion, has the perfect channel to sell what EMC makes. NTAP has the most loyal customer base of any storage company (this guy used to work for EMC). Everyone is gunning for NTAP's turf. MSFT has decided to target storage software, has rapidly gobbled up the low-end storage market, and is very serious about making a move into the mid and upper end. (Lots of other stuff over my head.)

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