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


To: LindyBill who wrote (30267)8/22/2000 7:39:56 AM
From: DownSouth  Respond to of 54805
 
My take is that they will both grow like mad, and that NTAP will do better than EMC as an investment because it is growing from a smaller base.

I agree, with one additional comment. NTAP owns a disruptive technology that is "open and proprietary". EMC's architecture is closed and proprietary.