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

To: techreports who wrote (37731)	1/10/2001 1:04:13 PM
From: Eric L	Respond to of 54805

<< How can NTAP be a gorilla? >> DownSouth has built a pretty good case for this ... not sure what the consensus is at the moment ... but if we have a storage export on board, it is most certainly he. - Eric -

To: techreports who wrote (37731)	1/10/2001 1:13:20 PM
From: Uncle Frank	Read Replies (2) \| 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... That was our early thinking, but Down South, who is the Primo Propeller Head on the ntap thread, has looked deeply beneath the surface to reveal what may be pongid genes. I'd suggest you look at his 3 part report before you dismiss that possibility. Message 14839746 Message 14839751 Message 14839758 uf