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

To: chaz who wrote (4314)	7/27/1999 8:25:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> We may see some good days, but overall, until mid-Autumn, I'm thinking there are going to be some real bargains heading into winter. I very much agree, Chaz; the seasonality of the computer business pretty much guarantees it. But I'm in a quandary, since Q may not adhere to that seasonality. One good news day could push qcom to the 175 range, and two could see it getting dangerously close to 200. A split is certainly in the near future as well. I don't see any reasonable way to hedge the Q, but would appreciate suggestions. Re ntap, a great company, but I never have been able to differentiate it from emc so I could assign it a separate sector, and to make things worse, Big Blue seems to be getting more aggressive in this space. Ntap could be vulnerable as the big boys bash it out. btw, I see in the next post that you rate emc as a Gorilla. I don't think we ever reached consensus on that. I'd be interested in your reasoning. Frank

To: chaz who wrote (4314)	7/27/1999 8:30:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

chaz, I meant "your rethinking", just as I said. Thanks for sharing your thoughts. I follow them, but don't agree. For the last two years, EMC and NTAP stock performance have been neck and neck: 127.0.0.1:3456/SI/~wsapi/investor/chart?s=emc+ntap&pts=20&span=Months But your thinking is clear. I disagree with it because I think NTAP is positioned in a part of the market (NAS) that has higher growth potential than the upper end that EMC commands (SAN). I also believe, and this is fundamental, that NTAP has a superior product and has protected that superiority with patents. I also believe that NTAP is applying its R/D resources in a much more focused manner than EMC is able to. (Read "The Innovators' Dilemma"--this is a classic example.) But time will tell. Long EMC and NTAP

To: chaz who wrote (4314)	7/27/1999 10:13:00 AM
From: Hal Barnett	Read Replies (1) \| Respond to of 54805

Chaz, StorageNetworks is a bit like the service bureau model. Their web site has some interesting background with emphasis on fibre channel connectivity and a "dial tone" like storage access. Two areas of concern for IT managers today must be the rapid growth in demand for storage and bandwidth. The market is responding with EXDS, Internet hosting companies, PILT, StorageNetworks and STK's recent announcement. WCII and Sprint offer bandwidth on demand. There may be a great opportunity to bundle a bunch of these together and form the 21st century version of a Service Bureau. Hal