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

To: Apollo who wrote (6662)	9/20/1999 10:24:00 AM
From: t36	Read Replies (2) \| Respond to of 54805

emc is mentioned with msft,intc and csco...storage has become big bussiness and all"the big guns" of technology are gunning for emc's market share of storage bussiness.....emc has invested 1 billion in software developmentand is way out ahead of any of their competitors..it would be difficult for anyone to catch up..sort of like the position msft was in with respect to windows..the company is extremely well managed, their ceo is brilliant.. do you know that if emc's software while its in your bussiness has a problem or breaks down...the software "calls" home to tell them that it broken..i could type all day..if you want more ill give you more..how's this for a start..what can you tell me in support for your king..

To: Apollo who wrote (6662)	9/20/1999 11:28:00 AM
From: Jill	Read Replies (5) \| Respond to of 54805

To all: I own some EMC & am pleased with it, but I don't understand why it might be a gorilla. Seems more like a prince or king (never can remember the difference between those two royalties)--there are competitors, such as DELL, but it has a head start...and as Jerry (DownSouth) has pointed out, for the next few years both NTAP and EMC are good buys in the storage area; but EMC doesn't have an exclusive on an enabling technology, as I see it--is there something I'm missing? Gorilla is a great word, but not appropriate for every great stock.