NENG: Network Engines, Inc. Message Board

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Technology Stocks : NENG: Network Engines, Inc.

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To: 16yearcycle who wrote (132)	1/22/2004 3:36:50 PM
From: Gus	of 186

Yes, with EMC-approved HBAs now having reduced gross margins of 7%-12% starting with 2Q04, they're still projecting 16%-18% overall gross margin because while TidalWire is still expected to account for 36%-38% of sales and to grow by 7%-27% Y/Y, Centera (50%-53% of sales) is expected to grow faster by 97%-109% Y/Y and the other server appliance biz (10%-11% of sales) is expected to grow the fastest by 172%-263% Y/Y. Look for the other server appliance biz to hit the $5.0M quarterly revenue milestone in two or three quarters. This is the part of the business with the highest gross margins (25%-35%).

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