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

To: DownSouth who wrote (8017)10/10/1999 7:21:00 PM
From: sand wedge  Respond to of 54805
 
DownSouth,

My comments about customer sat came from discussions with folks involved in integration work, not firsthand knowledge. I appreciate your insights.

I also agree that LU's history speaks to NIH versus the much more aggressive Cisco strategy. My hope is that INS may help change this attitude.

I think investing in both aint a bad way to go.



To: DownSouth who wrote (8017)10/10/1999 8:54:00 PM
From: Len  Read Replies (1) | Respond to of 54805
 
DS You have been very quiet lately regarding NTAP. At this point do you think one is better off sticking with a potential king such as NTAP or possibly switch to something like GMST.

TIA

Len


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