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

To: Uncle Frank who wrote (39949)	3/3/2001 4:31:49 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 54805

re: Since it seems the network storage sector will experience healthy growth, why is it necessary to pick on entrant? EMC + NTAP make a daily double play. Because, either NTAP will become a chimp, or EMC will become an IBM. And I don't want to own chimps or IBMs. There is a good reason to hold both, but it's not because the market is big enough for 2 gorillas. Rather, the reason to hold both is because I'm not sure who will become the gorilla. So, even if I do buy both, I'll watch them continuously, and, as soon as I've decided which is the Gorilla, sell the other. But I'd rather figure that out now, if that's possible.