Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Seldom_Blue who wrote (38262)	1/22/2001 6:21:06 AM
From: DownSouth	Respond to of 54805

SB, I am convinced that NTAP is a Gorilla, but I very much respect the views of those who disagreed. They cause me pause. (I am often wrong about these things.) Their status is not obvious and requires a not-so-easy-to-see distinction in the storage sector (content management/distribution). It could even be argued that that segment has not tornadoed. We all pretty much agree that NTAP is the King of NAS, and that NAS is in a tornado. What is not so clear is the distinction that NTAP has made in a context which includes NAS but is much bigger--content management/distribution. I suggest we place NTAP in the King of NAS column and footnote it as a W&W for clarity in the larger storage sector. As they deliver the products to fulfill the bigger context, things will become clearer. Galahad