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

To: Jacob Snyder who wrote (51305)	5/9/2002 6:49:59 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

Jacob, I agree with your assessment of NTAP and EMC. I have done a lot of work on my 'next leaders' list. Right now it contains SEBL, BEAS and ARMHY. NTAP is doing so well that I think I will make it my next target for detailed research. It is not a Gorilla candidate but a very sweet King. This chart shows that Mr. Market has caught on a little bit. Paul quote.fool.com

To: Jacob Snyder who wrote (51305)	5/9/2002 9:00:54 PM
From: puborectalis	Read Replies (2) \| Respond to of 54805

Merrill Lynch on storage : Merrill Lynch in a pre-open note reviewed their conversation with a storage consultant from Enterprise Storage Group; consultant was positive on EMC's software capability and is quite bullish on the new Centera offering for reference data, expects SUNW to OEM a midrange system (possibly from LSI), claims that VRTS is in turmoil with a half dozen VPs looking to leave, is concerned that NTAP is a one-trick pony (NAS) with rising low-end competition from MSFT, sees BRCD's SilkWorm 12000 gaining traction, and believes that CSCO will have limited success in the industry until it "speaks storage".

To: Jacob Snyder who wrote (51305)	5/9/2002 9:01:43 PM
From: Uncle Frank	Respond to of 54805

>> This is following the GG idea of selling the loser, and buying the winner, once you figure out which is which. Since Mike is on holiday, I guess it's up to me to pick this nit. The GG approach is to buy a basket of emerging companies, and consolidate into the Gorilla as you see him assuming sector ruler status. Since you bought emc and ntap long after they had established their respective kingdoms, I believe you are employing the Russian Army gambit that was popularized by Lindy Bill. This approach is not derived from the GG. I also agree with your decision. Measured by their ability to maintain reasonable gross margins for their products, it seems that EMC in on a steep downhill run. uf