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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (3178)	6/26/1999 6:06:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tony, Thanks for the added information supporting your thinking that IBM is already the King of services. As for e-commerce, you come up with the same thing I was thinking, that it's hard to know the market size and the various vendors' portion of it. As for Storage, the reason I asked is because (if I remember correctly) your post said IBM is the king of storage. Not being a student of IBM, I'm not aware of the various storage markets Big Blue is in. But I haven't heard of them being into smaller storage and they are certainly behind EMC in big storage. My long-winded point is that IBM by definition can't be the King of the same storage market they are losing to EMC, so they must be the King of a different storage market if one at all. Make sense? --Mike Buckley