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

To: ralessipvh who wrote (23109)4/20/2000 10:19:00 AM
From: JDN  Respond to of 54805
 
Dear ralessipvh: I cant comment as to its threat to NTAP but it is growing very rapidly to a current 91mm level this past qtr. Personally, I would think that any company with the name recognition and respect that EMC has in its industry that has a competing product is always a threat. Whether or not NTAP can deal with it, I dont know. Storage is growing very rapidly so likely plenty of business for all reputable sellers. JDN


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