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Technology Stocks : Network Appliance
NTAP 104.57+1.3%10:33 AM EST

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To: HDC who wrote (1112)6/22/1999 4:39:00 AM
From: DownSouth  Read Replies (3) of 10934
 
HDC,
NTAP will be providing software and motherboards, as I understand the deal. These are the high margin components, compared to disk drives, and fibre channel components. Dell will be assembing and branding.

This is good for NTAP, as it will be positive toward their margins. Keeping margins up while selling large numbers of disk drives has been a problem from day one at NTAP.

I live in N. GA. Born in N. Alabama. Lived in Kansas, Europe and Maryland (Metro DC).
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