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

To: adairm who wrote (28685)	7/25/2000 2:48:43 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

I'm in NTAP and EMC, so far. Considering PRCM and STOR. I will stay with NTAP and EMC, and leave the shiny pebbles alone.

To: adairm who wrote (28685)	7/25/2000 3:27:46 AM
From: Seeker of Truth	Read Replies (4) \| Respond to of 54805

All of the portfolios that I manage or advise on have EMC except my own. I figure NTAP is growing so much faster than EMC that in a long run it's worth not diversifying and have twice as much NTAP as I have of the usual gorilla. That's my suggestion for brave folk who own neither. By the way adairm, you're a smart chap, what are you doing with technical analysis? Study after study has proven that the technical analysts, given only the left half of a chart cannot do better than random with their predictions of the developments of the right half. To put it more succinctly, it's nonsense that no gorilla game player should pay attention to. In the words of our Merlin,aka Mike Buckley, knowing that he can't predict the short term puts him into a minority of investors. Only a minority makes big money. We don't have to oppose the majority compulsively but we do have to understand what the majority usually does that's wrong. Happy investing.

To: adairm who wrote (28685)	7/25/2000 7:05:50 AM
From: DukeCrow	Respond to of 54805

You've just named a bunch of players all in different parts of the storage and caching business. None really compete at this point. PRCM is a ridiculously speculative play. The only fathomable reason to own it is just because Gilder says so. It's really a stretch to put Procom in the same league as the others you mention. STOR is a services company. No real competitors right now that I know of. XLA sells a content delivery system. Akamai and SandPiper (part of Digital Island) are its top competitors. Dell OEMs NAS products from NetApp and caching products from Novell. Ali