The student, tiered and cold huddles by the warmth of the fire .He stares at the stars shining brightly in the clear sky and ponders his question again to make sure he has thought about it from as many angles as possible. He knows that the Elders will expect him to at lest have read the book once if not twice before you are aloud to speak....but he has not.He approaches the gathering and summons up his courage to speak. Thoughts fly through his head, what will they think of me ? What if everybody thinks my questionis stupid or even worse what if it insults them ? He shivers then breaths deeply and asks; I would really like is to invest in a immature gorilla or one that is about to enter the tornado. I've narrowed it down to 6 candidates, QCOM- Qualcomm Inc ITWO- I2 Technologies BRCM- Broadcom Corp SEBL- Siebel Systems GMST- Gemstar Intl Group BRCD- Brocade Comms System from a whole bunch more.. NTAP RBAK EXDS CTXS BVSN JDSU QLGC SDLI INKT CREETo which they replied:That's exactly why you should read the book. Spend the $18 and change, take a few days and read it.He nods his head....Finally he stumbles down the street, hiking up his coat to keep out the nights chill.....muttering under his breath….. G is for Gorilla. .......................................CHAPTER THREEHe buys his book at the local Lichtman's and heads home to start reading. As he walks he thinks about what was said. His first thoughts are of that old saying: that if you give a man some fish he will always be hungery but if you teach him to catch his own fish then he will never be hungery again because he can do it for himself. Sounds a bit like a cult or maybe communism he muses as he walks. He cracks the book and reads it once fast then again slower, writing down key words as he goes, Discontinuous Inovation...Chasm...Bowling Alley Forever...Product category life cycle...Barriers to entry and switcing costs...Architectural control...Proprietary architecture...Application software...Enabling technologies...Gorilla collision...GAP/CAP...Patents. His head is swimming but one image remains... gorilla architecture is acting something like a reef upon which this new ecosystem has sprung up.,he puts the book down and falls fast asleep.Over the next weeks he reads and does his own DD, until finally he is ready and goes back to the group by the fire. He walks up to them but instead of asking his question again, he tries to answer it.He says, I would go with the basket approach and cover more bases. So I will choose QCOM(enabling technology) and NTAP(enabling technology) because they are both young Gorillas. I would also pick ELON(enabling Technology) CREE(enabling technology) RBAK(enabling technology)and GMST(enabling technology) to have more exposure to the coming Tornados. He stares at the fire and waits.......P.S. I do believe the game starts earlier then before.1THEGUY1
1THEGUY1 writes:He says, I would go with the basket approach and cover more bases. So I will choose QCOM(enabling technology) and NTAP(enabling technology) because they are both young Gorillas. I would also pick ELON(enabling Technology) CREE(enabling technology) RBAK(enabling technology)and GMST(enabling technology) to have more exposure to the coming Tornados.He stares at the fire and waits.......P.S. I do believe the game starts earlier then before.Bravo! (clearing my throat)Bravissimo! (clearing my throat again)Arcibravissimo! (now coughing....due to a nasty flu)Great post and welcome aboard with your manual in the back pocket.Glad you took the steps to learn how to fish. You might want to revisit that thought about calling NTAP a gorilla. Other than that - your boat is floating quite well.I would write more, but it's just past midnight and the oil is burning out.BB
You might want to revisit that thought about calling NTAP a gorilla.I did a Gorilla analysis of NTAP a couple of months ago. My conclusion was that NTAP wasn't a Gorilla, but had the potential to become one if it maintained its market share (more than double the nearest competitor) and NAS became prevalent. I suggested that NTAP's "open, proprietary architecture" resided in its proprietary ONTAP operating system and proprietary WAFL (Write Anywhere File Layout) storage protocol. The "openness" derived from the ability of NTAP file servers to deliver data to any kind of server (NT, Unix, or Web) without losing any of the attributes of the data.Here's the post:http://boards.fool.com/message.asp?id=1190046000439007And here's a diagram showing WAFL becoming embedded in the storage network along with a lot of other open protocols - the difference, of course, that WAFL is proprietary to NTAP. Looks an awful lot like those diagrams of enabling software in the Gorilla Game, doesn't it?http://www.netapp.com/tech_library/3001.html#I3What's changed since the post is that the nearest NAS competitor (EMC, with 18.2% market share vs. 45.9% for NTAP) was actually shown not to have as large a market share as believed. The reason is that EMC actually includes its in its NAS revenues sales of Symmetrix storage systems that are attached to its Celerra file servers. For a number of reasons, this makes it not necessarily an apples-to-apples comparison with NTAP's NAS business.http://boards.fool.com/Message.asp?id=1190046000478004http://boards.fool.com/Message.asp?id=1190046000491000Also, NTAP's management has gone on record several more times recently saying that it tries to model its business after Cisco's. Let's see, a dedicated appliance optimized to serve storage (route packets) with a proprietary ONTAP (IOS) operating system and proprietary WAFL protocol for storing data (sorry, I forget the name of Cisco's networking protocol) - sounds like there could be a little primate potential there. Only time will tell...Ron
Just wanted to point out that because it's not necessarily a Gorilla does not eliminate it from being invested in. In fact if NTAP is in the hypergrowth state, then it would be smart to invest in it as long as you sell it if its not a Gorilla when hypergrowth runs out.Any thoughts on when we can tell hypergrowth is over for these guys?
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