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

To: tinkershaw who wrote (45007)	7/30/2001 11:53:41 PM
From: techreports	Read Replies (1) \| Respond to of 54805

I know Downsouth had a good inkling that this would be a gorilla market. It looks to me like if NTAP can pull this off it will be sitting pretty. But does all this a gorilla make? I don't think this makes NTAP a gorilla, however, it probably expands NAS's addressable market. DAFS is open and not controlled by Network Appliance. It would appear to me that this doesn't make NTAP a gorilla, then again TCP/IP is open and Cisco become a gorilla in the router space. Still from the looks of it, anyone can make NAS devices that support DAFS.