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

To: DownSouth who wrote (4552)8/2/1999 5:41:00 PM
From: Sunny  Respond to of 54805
 
Down South, This article quotes market share numbers that confirm the ones we talked about for NTAP. Market size growth is huge! I'm getting alot more interested

Sunny



To: DownSouth who wrote (4552)8/2/1999 5:48:00 PM
From: JRH  Read Replies (1) | Respond to of 54805
 
Thanks DS. My only question is why NTAP will be growing slower than the market as a whole. When looking at companies like CSCO, it seems that they are growing much faster than the market. Any insights? Of course, the 44% that you guys decided on for next year is only a guesstimate for NTAP. And maybe the industry growth is small(er) now and increases in the future. Thoughts?

Justin


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