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

To: Eric L who wrote (37721)1/10/2001 12:40:37 PM
From: techreports  Read Replies (3) | Respond to of 54805
 
How can NTAP be a gorilla? What architecture do they own? Who do the license to? Anyone can make a NAS product. NAS is a royalty game, however, NTAP might have some key patents that might their product better. It seems to me that EMC and Network Appliance have to spend millions, if not billions on R&D to make better software and hardware than the other players. Seems like a royalty game.



To: Eric L who wrote (37721)1/10/2001 10:32:22 PM
From: DownSouth  Respond to of 54805
 
Gotta ask for BRCD to be the King of FC Switches. It could fall from the throne in a heartbeat, but it has a commanding 90% share of that market.


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