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: Seeker of Truth who wrote (29447)8/5/2000 12:31:39 PM
From: JDN  Respond to of 54805
 
Dear Malcolm: I am not suggesting that it is a King, gorilla or even a cute little chimp!! (gg) But it is a much purer play in Servers and storage than HP or IBM and of course its name recognition in the business is superb. Same is probably true of EMC although one might argue some on the SANS portion of their business because of their multiyear lead in software development. But, I have EMC for same reasons. JDN