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

To: Uncle Frank who wrote (312)	2/22/1999 2:03:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

Tough call, JRH. I agree that they are too small to be in the G&K Index (emc being the reigning Prince), but I'm not sure they belong in an Internet basket. I would venture to say that it is valid because they are providing some of the behind-the-scenes technology that drives the internet (via filers and cache servers). DownSouth, can you provide some information to us on NTAP sales? Are their sales mostly to internet co's (I know that YHOO uses them) or primarily to enterprise? Or is it a toss up? Thanks!! BWDIK... Justin

To: Uncle Frank who wrote (312)	2/22/1999 6:13:00 PM
From: Uncle Frank	Respond to of 54805

2/22/99: The G&K Index rose 3.36% today, and now stands at 113.31. If you want to look at the individual components, I've provided a link to the portfolio in my profile, as wisely suggested by JRH. The resiliency of our selections is yet another proof of the strength of G&K investing! Frank

To: Uncle Frank who wrote (312)	2/22/1999 6:39:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Been lurking...great discussion. I own NTAP, and no, I would not class it an Internet company. IMO it's a hardware outfit, business model seems much like CSCO to me.