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

To: DownSouth who wrote (27051)	6/29/2000 9:13:00 AM
From: im a survivor	Respond to of 54805

I'll still take $200.....in a heartbeat !!! To be honest, I'll take $100 by end of the year and by content. Anything is better then what we have been going thru with qcom.

To: DownSouth who wrote (27051)	6/29/2000 2:05:00 PM
From: mauser96	Read Replies (2) \| Respond to of 54805

I just saw a Chase H&Q report concerning NTAP. A Gartner Group estimate shows the NAS market growing from $1.4 billion in 2000 to $8.3 billion in 2004, but Chase H&Q thinks it will be $15 billion in 2004. They expect NTAP to show a declining quarterly growth rate next quarter compared to previous quarters but says market probably has priced this in. Also they expect more competition, but this is a very rapid growth market so they rate NTAP as a strong buy. They say that mixed Windows UNIX file sharing is a "killer ap". NTAP faces a challenge as it has to transition from sales directly to technical customers to the next level of sales on the enterprise level. (as CTXS stockholders can attest, this can be tough)