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

To: shamsaee who wrote (21373)	3/26/2000 7:55:00 AM
From: Uncle Frank	Respond to of 54805

>> Does the Storage sector become a must investment??? I regard network storage as a subset of the internet sector, making it a "no brainer" as well. However, since we are unable to characterize it as a Gorilla Game, we need to be cautious about any individual stock selection. From an empirical point of view, if IBM is able to challenge and effectively compete with EMC in the SAN arena, it will confirm our impression that SAN is a Royalty game. OTOH, if NTAP continues to dominate NAS, it may mean there are proprietary standards evolving that we haven't identified yet. uf

To: shamsaee who wrote (21373)	3/26/2000 8:21:00 AM
From: Techplayer	Respond to of 54805

shamsaee., I would say yes. In the northeast there are a number of newly funded start-ups building next generation storage networking products. It seems that the ball is just starting to roll (as with wireless) in this area. all imo. tp

To: shamsaee who wrote (21373)	3/26/2000 8:45:00 AM
From: capt rocky 1	Respond to of 54805

sham, as you probably know, nt bought bay networks last year. at the time bay was cisco's biggest competitor with about 20% of the router-hub market. a great get for nt. nt now can go head to head with the rest of the market in tele-com and not worry if cisco doesn't like it. nt is shapeing up to be a real contender. of course i had bay at the time of the merger and got trimmed real good. and then instead of buying nt when it was depressed for the merger, bought rmbs instead. alls well that ends well. rocky