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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Chadick who wrote (60)	2/18/1999 5:43:00 AM
From: DownSouth	Read Replies (1) of 54805

I own both EMC and NTAP. NTAP is cheap today. BTW, the management team is excellent--handpicked by Don Valentine, CEO of Sequoia Group (venture capitalist). Don put the CSCO team together to. He is Chm of Board of NTAP, and past chm of CSCO. The CFO of CSCO is on NTAP's board. If you like the way CSCO manages its numbers and market expectations, then you will like the NTAP does the same. NTAP's products are about to be branded and distributed by DELL and Fujitsu. DELL will become NTAP's main channel for NT products. Enough stock promoting, eh?

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