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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (2427)	6/2/1999 10:49:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Justin, In addition to everything you mentioned, my understanding from an entirely non-technical point of view is that EMC's SAN solutions are faster and much more scalable. That's why they are used by most of the Fortune 500 companies who can afford their higher priced products. NTAP for the most part excels in satisfying the needs of the smaller companies who can't afford EMC's products and who don't have the need for such scalability and speed. While the two companies occasionally compete, their core competencies aren't competitive. I own EMC (instead of NTAP) for one simple reason. Following the 80/20 rule, about 80% of storage is needed by 20% of the companies, the really large ones. Those are the companies creating a need for more storage at faster rates. That's my understanding. Am I right? --Mike BUckley

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