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Technology Stocks : Network Appliance
NTAP 115.66-2.9%Dec 12 9:30 AM EST

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To: Jack Hartmann who wrote (3351)5/20/2000 10:21:00 PM
From: Jack Hartmann   of 10934
 
CEO comments from today's Motley fool show.
- 45% to 60% market share in one year
- 36 gigabyte server class drives used in a typical system
- Analogous to CSCO in that we sell a complete product
- 59% gross margins - used for sales and R&D
- 19% operating profit
- competitors is captive storage companies which is dominated by SUNW, CPQ, IBM, DELL. In free standing storage, we compete with EMC
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Don't think the CEO listens to the Fools. He had a hard time explaining the company and how it makes money to the average listener.
Jack
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