SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: adairm who wrote (28676)7/24/2000 11:54:44 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
I bought NTAP and EMC recently, they are 13% of my portfolio. (Up 16% and 8% respectively). EMC stands out as the only NYSE company I own, all the rest are on the NAS. What other play would you make in this field?



To: adairm who wrote (28676)7/25/2000 8:26:43 AM
From: DownSouth  Respond to of 54805
 
Adair, as you know, buying baskets is not a popular sport here, though some are doing it.

WRT storage, just buy EMC and NTAP and forget about it. You get 2 Kings that may re-inventing their products for a Gorilla fight. In any case, they are in separate tornadoes that are moving in parallel lines with intersecting winds.

Glad to have your voice around here.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News