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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 9:30 AM EST
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To: DownSouth who wrote (3041)4/10/2000 1:45:00 PM
From: kas1  Read Replies (2) of 10934
 
looking forward, is that as the capacity of filers goes higher (above today's 1.4TB), margins will be squeezed as disk drive content becomes a larger portion of the system cost.

They have been "warning" about this for years, haven't they?

To worry about shrinking margins from increased capacity is to forget that what matters to fundamentals is not margins in percentages, but earnings in dollars -- it's better to sell more expensive systems (more profit), even if the margin % is lower.
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