Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Another John who wrote (6675)	9/20/1999 12:18:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

EMC is one hell of a King I agree. However, it's return will probably be eroded, long term, by competition getter faster and better. That is the drawback to a king. Think of the "Fastest Gun in the West" . There was always a "faster gun" coming along. Now if the "Fastest Gun" was a "Gorilla", he would only have to worry about some guy showing up with an AK47! :0)

To: Another John who wrote (6675)	9/20/1999 1:24:00 PM
From: DownSouth	Respond to of 54805

john, EMC does have a good reorder rate, which measures customer satisfaction. The problem is in measuring its marketshare. I believe it is widely believed that EMC has about 60% of the SAN market. But is SAN its market? What is the SAN market? EMC probably has less than 20% (much less) of the total storage market, when you consider CPQ, SUNW, HWP, IBM, etc. NTAP has about 60% of the NAS market, but the measurements there are equally difficult to define. NTAP also competes with CPQ, SUNW, HWP, IBM, etc., even though those companies are not selling SAN. To really complicate things, NTAP is a SAN component of several NAS installations!