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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (79)2/18/1999 10:29:00 PM
From: Len  Read Replies (2) of 54805
 
Dowsouth: NTAP

I think we would make a mistake to assume that EMC is staying idle in the mainframe market. I thought they were similarly moving into the server arena. Their real strength, in any case, is software.

I hold both NTAP and EMC and expect both to be successful for the foreseeable future.

Regards,
Len
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