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

To: shamsaee who wrote (16129)	1/24/2000 1:38:00 PM
From: mtnlady	Respond to of 54805

Yes I like Gilder although he is not the reason I stuck with Norty when they bought out my Clarify stock. I did a ton of study on them back (august?) last year and decided then I really liked their chances in the fiber optic arena. And my eyes where opened to the whole fiber optic market then which led me to JDSU etc... Gilder did lead me to GBLX and NTAP. It was several editions ago but he just mentioned NTAP in passing but when he said - storage will go up with internet usage a light bulb went off and I said dah! And then when he mentioned that NTAP had a unique (read proprietary) SOFTWARE package and they weren't just a disk drive vendor AND that the NAS market was much simpler and direct than SANs.. well that was enough for me to get a starter position. Those magical words for me were - 'simpler' (NAS), huge market growing with the internet and SOFTWARE :-) (read high margins and great barriers to entry). My search for NTAP info led me to DS and putting a mark on DS's fine posts led me to the G&K thread.