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

To: DownSouth who wrote (79)2/18/1999 6:10:00 PM
From: Teflon  Respond to of 54805
 
DownSouth:

Again, good point. It will be interesting to follow. The key for me would be to talk to some EMC folks to see what their plans are for the market going forward. My point is that if they decided to attack the server market with gusto, things get more complicated for NTAP. If they decide to stay away, NTAP has a potential moon shot. The key is not what they are doing today, but what EMC (with all those resources) plans on doing tomorrow.

Thanks,
Teflon



To: DownSouth who wrote (79)2/18/1999 10:29:00 PM
From: Len  Read Replies (2) | Respond to of 54805
 
Dowsouth: NTAP

I think we would make a mistake to assume that EMC is staying idle in the mainframe market. I thought they were similarly moving into the server arena. Their real strength, in any case, is software.

I hold both NTAP and EMC and expect both to be successful for the foreseeable future.

Regards,
Len


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