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

To: gdichaz who wrote (1851)	5/10/1999 6:34:00 PM
From: JRH	Read Replies (2) \| Respond to of 54805

Chaz too: Well, I do not proclaim to be an expert on these stocks, but they are on my list, so I will make a few comments: * NTAP is emerging as a pretty strong company in the NAS market. However, because I view NAS as more of a niche market in the storage arena, I don't forsee them being a gorilla, but maybe a king someday. They release earnings a week from tomorrow, so keep your eye on them. * RNWK is attepting to set the standard for streaming multimedia. But I see MSFT as a force to strong to contend with as far as the internet goes. Plus, I don't think that at this point in the internet game there are any gorillas (with the exception of the infrastructure gorilla CSCO). Nonetheless, RNWK has good technology and streaming video/multimedia will someday enter a tornado near you (when the last mile bottleneck is freed up). * Mike Buckley and friends have made the case that GMST could be a big boy, but I don't know much about them. Perhaps Mike will comment on this. * CTXS is the only one that I know of to create client software for running remote NT terminals. If the network computer emerges like Larry Ellison claims it will, and NT is chosen as the OS of choice over *nix (Unix variants) for remote terminals, CTXS will be huge. I just don't think that this will ever happen, personally. Hope this helps. Feel free to comment on my ideas thread..... Justin