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

To: DownSouth who wrote (17725)2/11/2000 10:23:00 AM
From: Uncle Frank  Respond to of 54805
 
>> RE: CREE vs NTAP - Both great companies, but NTAP's gross margins are 62% versus 58% for EMC. NTAP's revenue growth last 2-3 years in excess of 80%. EMC's growth about 35%.

Is EMC going into the blue laser business or was that a Senior Moment?

uf



To: DownSouth who wrote (17725)2/11/2000 8:31:00 PM
From: Mannie  Respond to of 54805
 
DownSouth, thread..

There is an interesting discussion of storage technologies in the March issue of Red Herring, pages 268-360.


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