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: Len who wrote (8024)	10/11/1999 4:51:00 PM
From: DownSouth	Respond to of 54805

"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." Len. Good question. The answer is "yes". <g> I think NTAP has years of 80% growth to go so I am staying with it for a while. IMO, NTAP is the King of NAS, as EMC is the King of SAN. They are colliding in the margins for some healthy competition. GMST is a potentially a Gorilla, or already is. This will be declared with our brilliant hindsight over the next few months. I think GMST is a young Gorilla with a fabulous future. So...hold royalty lightly, as I do NTAP. The Gorillas I hold and with all the money I am making with them, I can afford to hold them! NTAP has been very quiet lately. We are waiting to see how the Dell relationship is working out. I am a bit pessimistic about Dell's ability to sell SAN and NAS, but I do not feel that NTAP needs them anyway. NTAP has a CSCO-like sales force that can/is taking up the slack just fine. otoh, NTAP's value chain continues to lenghten and strengthen, but I won't bore the thread with the details. Just visit their web site (http://www.netapp.com). Hope that helps.