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

To: Thomas Mercer-Hursh who wrote (13689)	12/31/1999 1:19:00 PM
From: Tom Warren	Read Replies (2) \| Respond to of 54805

SUNW is a traditional answer and a pretty good one. My point was to consider that most of the volume of data these systems serve up is completely static. The traditional server hardware and software is not optimized for this workload. As network bandwidth increases this design mismatch will become more obvious. Consider NTAP as an answer to the question of how to profit.

To: Thomas Mercer-Hursh who wrote (13689)	12/31/1999 1:22:00 PM
From: mauser96	Respond to of 54805

SUNW is on my list. However, since SUNW isn't cheap, and it's not a gorilla game, there is a tendency for market share and stock performance to regress toward the mean. See RFM p314-315.(If it was a gg there would be a tendency to regress toward the extreme). That being said, SUNW still is the best direct shot, since I'm not impressed with HP, and INTC still has to prove itself with Merced. Storage is a roundabout way to approach this, but I already own EMC and NTAP. The points Tom Warren made are valid. Well, the markets are closed for 1999. I still can't quite believe it... Many thanks to all on this thread who have helped make it so profitable.