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Technology Stocks : Network Appliance
NTAP 103.25-2.8%Nov 20 3:59 PM EST
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To: MileHigh who wrote (1094)6/19/1999 11:41:00 PM
From: DownSouth  Read Replies (2) of 10934
 
MH, I have not heard any predictions about Dell revenue to NTAP, but it is very important to realize that Dell's revenue to NTAP will be very high margin--probably above 80%, because it will be for proprietary components like software and the NTAP motherboard--not disk drives and fibre channel components, which have margins in the 20-30% range.
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