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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (2419)	6/2/1999 3:54:00 PM
From: chaz	of 54805

RE: NTAP IDC's report implies the following: NAS market today: $700 million By 2003: $4.07 billion (55% annual growth) TAP Revenue Today: $289 million NTAP 2003 Revenue: $1.666 billion (maintains 40% market share) That's nearly a six-fold growth....and playing with the numbers just a bit, suggests that their profit by 2003 will be equal to twice their revenue today. (Nominal assumption 35% net) Gorilla or not, if this pans out in any way like the IDC report suggests, this could be a simply huge winner! This is attractive enough that we ought to also make ourselves aware of what companies own the 59% market share NTAP doesn't have.

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