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

To: Mike Buckley who wrote (6704)	9/20/1999 7:45:00 PM
From: DownSouth	Respond to of 54805

Sorry, MB, didn't mean to put words in your mouth. There was a lengthy discussion here and on the NTAP thread where, as I recall, a consensus was reached that each was a king in its domain. There was also a discussion between Frank and me on NTAP about whether there was a chance for Gorilladom in the storage system domain. No consensus or agreement was reached, but I believe I made a good argument that at least there was a possibility of Gorillahood in this domain, much as CSCO is a Gorilla in its domain. I, too, am short of time tonight, so excuse me for not writing a treatise. EDIT: If you wish to see Uncle Frank's my discussion, here is the beginning: 127.0.0.1:3456/SI/~wsapi/investor/reply-11007718

To: Mike Buckley who wrote (6704)	9/20/1999 8:53:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

If it's a royalty game now, what is the ingredient that will cause it to become a gorilla game? I don't see a memory subsystem gorilla, unless within NTAP's software there emerges an enabling kernel that closes out all contenders. In the memory area, I see only two gorilla candidates.... SNDK and RMBS. The HP news about RMBS is highly significant, IMO. In the W&W group, we all know that RMBS has not kept pace...and I think this is absolutely a sure sign of an undervalued primate. SNDK has done what I expect we will begin seeing from RMBS as it reaches product penetration as SNDK has already attained.