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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (52)2/18/1999 12:49:00 AM
From: DownSouth  Read Replies (1) of 54805
 
Teflon,
I like your portfolio.

Since you are up on EMC, you should look at NTAP, a company that is beginning to compete with EMC in the 1TB market, but has the lions share of the Network Attached Storage market in the sub-TB arena.

They released earnings today and continue for more than 3 years in the 70% growth, 60% margin ballpark.

Here are the two charts for an interesting comparison:

techstocks.com
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