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

To: Jill who wrote (6671)	9/20/1999 12:12:00 PM
From: Another John	Read Replies (2) \| Respond to of 54805

Jill, A King has dominant market share, twice nearest competitor...A Prince. EMC is one hell of a King IMHO, has a very strong hold of its customers, I believe it gets 95% customer reorders. Regards, John

To: Jill who wrote (6671)	9/20/1999 12:17:00 PM
From: Apollo	Read Replies (4) \| Respond to of 54805

>>>Gorilla is a great word, but not appropriate for every great stock.<<< Jill, that's the point I was making. Sue had indicated that it might one day become (as in the future) the gorilla of all storage. Our challenge to her was to RTFM, and present the case. I've been PMing her about rough definitions including the need for enabling software or hardware. Insofar as "RTFM", I think Glenda has been assigned by King Arthur the task of putting new spin on this. Meanwhile, I'm busy making sure my sovereign doesn't take away my lance. Although we do alot of transplants in our intensive care units, I don't know of any "lance" transplants. <very big ouch> Apollo

To: Jill who wrote (6671)	9/20/1999 12:35:00 PM
From: Uncle Frank	Respond to of 54805

>> Seems more like a prince or king (never can remember the difference between those two royalties) Artemis, I think you may need to rtfm again <g>. Kings and Princes are identical in all aspects except for market share. Kings are two times the size of their nearest competitors, and as a result, have some modest abilities to rule their sector (but nothing like the sheer POWER of a Gorilla). Until there is convergence between san and nas, we'll have to consider emc and ntap as Kings of their respective sectors. Kings can make you a lot of money, but as the manual admonishes, "Hold Kings and Princes lightly". uf

To: Jill who wrote (6671)	9/20/1999 1:30:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

EMC.....that bandwidth thang keeps popping up again & again..borrowed from the EMC thread.... To: Smartypts who wrote (7692) From: Bill Fischofer Saturday, Sep 18 1999 8:51PM ET Respond to Post # 7694 of 7711 Re: Price targets Price targets are good for swing trading but are dangerous for core holdings like EMC because they may tempt some into selling when those 'targets' are met. Obviously the analyst community has 'targets' for all stocks they follow but the point to realize is that for stocks like EMC these are just mileposts on a very long road rather than destinations. Here's the perspective folks should keep in mind. EMC is the undisputed leader in one of the fastest growing sectors of technology. Demand for storage is insatiable and will only accelerate in the coming years as B2B ecommerce and the full impact of the broadband revolution is felt. As a result, I am quite confident that EMC is at least a 10-bagger from today's price levels over the next 5-7 years. The relationship between bandwidth and storage is completely synergistic. The more bandwidth available the more data there is to collect, analyze, and manage. The more data there is, the more the need to transmit and receive it. This positive feedback loop will be the defining mechanism of the information revolution of which we have to date seen but the smallest foretaste. Those who have held EMC for the last 1000% gains know this. Current and prospective shareholders who wish to hold EMC for the next 1000% gains need to learn this. Don't settle for a small gain when you are holding one of the greatest stocks of this bull market. Just tuck it away and watch it grow year after year.

To: Jill who wrote (6671)	9/20/1999 4:21:00 PM
From: chaz	Read Replies (2) \| Respond to of 54805

Jill, I don't see an enabler (Gorilla) in either EMC or NTAP, nor do I see how one might develop unless by wishful thinking. Thus in our terms, they both stand as kings in what are now two spaces. Could this develop into a single space? I've thought about this...the possibility of one moving down, the other up, market to the point of overcoming the other. Seems unlikely. Would we expect to see IBM (successfully) move downmarket, while Dell (successfully) moves upmarket, and one of them being overcome? Doesn't make sense...I see, LT, the clients for these two remaining largely distinct, ergo, two kings. To my mind, EMC, as a business model, is more like JDSU and AMAT....just a well run, very large, very profitable technology company whose major competitive advantage is sheer size.