Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (312)	2/22/1999 2:03:00 PM
From: JRH	Read Replies (1) of 54805

Tough call, JRH. I agree that they are too small to be in the G&K Index (emc being the reigning Prince), but I'm not sure they belong in an Internet basket. I would venture to say that it is valid because they are providing some of the behind-the-scenes technology that drives the internet (via filers and cache servers). DownSouth, can you provide some information to us on NTAP sales? Are their sales mostly to internet co's (I know that YHOO uses them) or primarily to enterprise? Or is it a toss up? Thanks!! BWDIK... Justin

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