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

To: DownSouth who wrote (6656)	9/20/1999 9:47:00 AM
From: Bruce Brown	Respond to of 54805

Since t36 brought up EMC, I thought I would point out an interesting read. Here's a little link for any SAN investors to peruse: computerworld.com BB

To: DownSouth who wrote (6656)	9/20/1999 9:53:00 AM
From: t36	Read Replies (2) \| Respond to of 54805

there is no question in my mind that as you say "down the road one will emerge to be the gorrilla"..that it will be emc.. sue

To: DownSouth who wrote (6656)	9/20/1999 7:16:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

UpNorth and everyone, Our conclusion is that EMC is the King of SAN. We also concluded that NTAP is the King of NAS. Folks, I don't have the time to get involved in a discussion about yet another company, but I'm compelled to go on record that I've never come to the conclusion that it's a royalty game. there is a possibility that in future years one will emerge as the Gorilla of storage subsystems. If it's a royalty game now, what is the ingredient that will cause it to become a gorilla game? --Mike Buckley