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

To: Uncle Frank who wrote (27)	2/16/1999 9:58:00 AM
From: Early Out	Read Replies (1) \| Respond to of 54805

One of the reasons I stopped reading the Gorilla Game thread is that they didn't maintain a portfolio to test the theory. techstocks.com -jsc

To: Uncle Frank who wrote (27)	2/16/1999 6:53:00 PM
From: DownSouth	Respond to of 54805

RE: EMC I believe that EMC is in an emerging market that is early in its Tornado stage. EMC has been the King of mainframe storage (or a Prince), but the new market is being driven by the Internet. Network Appliance (NTAP), CPQ, Auspex, and a host of others are all competing in this tornado. EMC will either play in this game or be swept away, much as mainframes were. I do believe that EMC is/will play at it hard, but there is no King or Gorilla. techstocks.com BTW, NTAP earnings announcement 2/17/99 after market closes.