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

To: EnricoPalazzo who wrote (40493)	3/16/2001 8:40:13 PM
From: Jacob Snyder	Respond to of 54805

You're right, about the difference between competing on price, and being cost-effective. I stand corrected. Yes, I see NTAP as a younger version of EMC, about where EMC was in 1992. If I had been looking at EMC in 1992, I would probably be worried that IBM, with it's superior resources (brand name, R&D budget, sales force) would flatten EMC as soon as EMC's market got big enough to notice. And I'd be looking at the bte, and saying, "IBM, or anyone else who sees those margins and market growth, can encroach on EMC's space, if they throw enough resources at it." Now, I just have to decide whether NTAP is the next EMC, or the next Netscape.