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

To: JRH who wrote (314)	2/22/1999 11:10:00 PM
From: DownSouth	Respond to of 54805

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? NTAP is the KING of NAS for ISPs and content providers. Their sales to enterprise customers are very significant, but I do not know the ratios. I wish to object to the movement to delete NTAP from the G&K index. While I can see that perhaps it is not a Gorilla, I believe that it is a King of Network Attached Storage. If EMC is the gorilla of NAS, then NTAP is a chimp. NTAP's growth, margins, and success in execution of its bowling pin strategy indicate clearly that it is not a chimp. I contend that NTAP and EMC are in two different markets. BTW, here is a new NTAP recommendation: researchweek.com