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

To: JRH who wrote (2441)	6/3/1999 12:44:00 AM
From: DownSouth	Read Replies (3) \| Respond to of 54805

Justin, nice bit of research there. RE response time, NTAP tests its filers using a set of vendor neutral throughput tests. NTAP is unique in its tests as it stops measuring the throughput (NFS ops/sec) when response time exceeds 10msec. 10msec is about as fast as a local drive on a PC. NTAP's test results on its latest 3 products are 2691, 5095, 7492 NFS ops/sec with response time under 10msec. That is very fast. netapp.com NTAP achieves this through its own proprietary storage management software that minimizes head movement, optimizes read/write cache, and is fail safe using nonvolatile RAM (NVRAM).

To: JRH who wrote (2441)	6/3/1999 3:54:00 PM
From: gdichaz	Respond to of 54805

Justin: Hit me recently that the W&W needs a satellite company for broad diversification. Since I believe in concentration I am probably not the one to bring this up, but strikes me that those of us who have been Qualcomm followers for years have always thought in terms of a triumverate re CDMA - the Q itself, Globalstar and Loral. Given all the political and other troubles Loral and Globalstar have been going through both are very low in price compared to earlier expectations. G* (as Globalstar is known to its followers) is about to launch 16 satellites in the next 90 days to permit the launch of its worldwide voice service. Loral is suffering the slings and arrows of the Washington fun and games, but perhaps the worst hits have been taken - like the guy full of arrows who was asked if it hurt and he said only when I laugh. And Loral owns some 48% of G*. Loral is also ramping up major satellite data services worldwide in its own right and in partnership with others. Is Loral a possible candidate? Can't promise anything like the thoroughness of Ausdauer but will give it a try if others will pitch in and help. Seems like the time may be ripe. Chaz too