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

To: Mike Buckley who wrote (3188)	6/26/1999 6:22:00 PM
From: Tony Viola	Read Replies (4) \| Respond to of 54805

Mike, only stat I've seen re storage is about big and bigger, and it's EMC 32%, IBM 25%. IBM would also not be a king or anything in medium to small stuff. In medium, you get Sun, Compaq, Dell now. Then you get the NASs and the SANs, NTAP, etc. In small, would that be individual hard drives, made by IBM, Seagate, Fujitsu, Western Digital, etc.? HDs are a commodity anyway. So, no, IBM is not a king in storage anywhere, and being an EMC stockholder, I find it hard to believe I might have said that. But, never know when something wrong might be seen with my name on it! Tony