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

To: Sommers who wrote (19314)	3/3/2000 6:38:00 AM
From: Tecinvestor	Read Replies (1) \| Respond to of 54805

I have a substantial long term holding in EMC and wonder if it makes sense to diversify by moving a portion of this into NTAP. Any thoughts? TIA. Tecinvestor

To: Sommers who wrote (19314)	3/3/2000 12:52:00 PM
From: hospitalman	Read Replies (1) \| Respond to of 54805

I'm a big ntap fan. In an earlier post I said that last week I sold my emc and a few other holdings and put about 80% into ntap. The March 2000 issue of Red Herring has an outstanding special section on storage technologies. It is very educational, even though it gives short shrift to NAS. Out of about 50 pages of reading, here's what caught my eye: for every 1% decrease in the cost of storage there is a 4% inccrease in demand. In bandwidth, by comparison, (and I am long jdsu,glw, and sdli) there is only a 2.5% increase in demand for every 1% decrease in price. This 1/4 ratio is amazing. I hate to bet against emc in the long run(even though I just did it) but they are playing a catchup game against ntap in the NAS business. Please note that I am a non-techie and anything I know about the storage business I've learned on my own. My two cents worth. Ken