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To: mauser96 who wrote (1713)	12/4/1999 2:41:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 10934

>> It will probably end up like LU,NT,CSCO as teleco suppliers, several co kings or powerful princes I don't think co-Kings is possible when the criteria is 2X the nearest competitor's market share, LL. >> At the moment EMC is the King, and shouldn't be underestimated. That's been the assumption, but aren't you beginning to view nas and san as two distinct kingdoms, with ntap wearing a crown of its own? And if you buy Gilder's vision, ntap's software may suggest some simian traits. Down South is trying to find some time to substantiate that hypothesis. If he can drag himself away from the Curmudgeon thread he can probably get it done this weekend, but like most salesmen, he prefers banter to paperwork. I suffer from the same malady. Maybe we should gang up on him and restrict him from un-Galahad like behavior <g>. uf