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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (2428)	6/2/1999 2:40:00 PM
From: JRH	Read Replies (1) of 54805

Curious since Sun Micro is making a major pitch this month to emphasize storage, how SUNW fits in? Sun is a new kid on the block as far as storage is concerned, but isn't Sun a potential major competitor? SUNW is a player in SAN. I don't think they are a huge player right now though. EMC and, to a lesser degree IBM, are the big boys in this field. Competition is getting intense though, with companies like DELL wanting to play. BTW, DELL is a reseller of NTAP's NAS solutions.... Justin

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