Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (2419)	6/2/1999 1:19:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> It's time to nominate NTAP to the status of Gorilla DS, this company has been posting fantastic numbers, and definitely has my interest. In the last round of analysis, we concluded that ntap belongs in the W&W grouping, while emc was added to the G&K Index. I'm still fuzzy about the differences between the two in terms of niche, ipr, etc. If you think ntap should be "upgraded", please present your case. I'll be all ears <g>. Frank

To: DownSouth who wrote (2419)	6/2/1999 3:54:00 PM
From: chaz	Respond to of 54805

RE: NTAP IDC's report implies the following: NAS market today: $700 million By 2003: $4.07 billion (55% annual growth) TAP Revenue Today: $289 million NTAP 2003 Revenue: $1.666 billion (maintains 40% market share) That's nearly a six-fold growth....and playing with the numbers just a bit, suggests that their profit by 2003 will be equal to twice their revenue today. (Nominal assumption 35% net) Gorilla or not, if this pans out in any way like the IDC report suggests, this could be a simply huge winner! This is attractive enough that we ought to also make ourselves aware of what companies own the 59% market share NTAP doesn't have.