Network Appliance Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Network Appliance

NTAP 117.26

+1.1%

Dec 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dstange who wrote (9376)	10/29/2001 12:36:20 PM
From: Uncle Frank	Read Replies (1) of 10934

>> Margins for storage company are shrinking as competition becomes fierce. Competition is usually fierce in high tech, but there is a set of companies that has been able to maintain high margins because of a combination of product differentiation and barriers to competition. I tend to think currently declining margins are mostly attributable to shrinking market size in this economic down turn. Even companies with sole source products will lower prices as they attempt to convince customers to pull in orders that might otherwise be delayed. >> Is there any reason to believe that a storage company like NTAP can dominate storage or are we in an endless price war against multiple competitors. Based on prior market data, NTAP has dominated their sector, and it is possible they may even gain share during this tumultuous cycle; leading companies often do. It will be important to watch the research reports to get a sense of that. jmho, uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next