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

To: John Stichnoth who wrote (10544)	11/17/1999 2:35:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

Re Server Farms--With the rise in server/storage farms, what is Intel doing? Remember, they announced a major initiative into this area, hosting internet sites, etc. I have no idea the form their initiative is actually taking. But, presumably they would be developing their own equipment to put into these farms. Would they be an eventual competitor to NTAP? Can anyone give us an overview of Intel's plans here? john, it is not just intel. ibm, hp and sunw all have initiatives in this area. i just sold 1/2 of my emc and bought q and ntap. if ntap is ordained a gorilla i'll just be early again! if not i'll let it go and get more gmst. emc is an old friend...it may take me a bit to say a permanent goodbye. uw