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

To: t36 who wrote (6580)9/19/1999 9:40:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> read most of the posts and didnt see my favorite gorrilla mentioned..wanted it to be presented to your thread..emc.....

Emc is of great interest to us G&Kers, t36, though we've never reached a consensus as to what kind of animal it is. There are a number of scholarly discussions of emc on in our thread's archives; start reading <g>.

uf



To: t36 who wrote (6580)9/20/1999 9:29:00 AM
From: DownSouth  Read Replies (3) | Respond to of 54805
 
t36, we discussed EMC extensively from time to time. Our conclusion is that EMC is the King of SAN. We also concluded that NTAP is the King of NAS. The two are apparently on a collision course as EMC goes downmarket and NTAP goes up market. Both will continue to realize rapid growth, but there is a possibility that in future years one will emerge as the Gorilla of storage subsystems.


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