SI
SI
discoversearch

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 104.54+1.2%10:41 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Beltropolis Boy who wrote (1344)8/18/1999 6:11:00 PM
From: DownSouth  Read Replies (1) of 10934
 
chris, NetApp always warns of decreasing GM. It is simply because as the disk drive content goes up, the margins go down. Disk drives are commodities with thin margins.

I am amazed that with the 1TB systems that they are shipping now, the gm hasn't slipped much, much more.

That is one reason the Dell-like relationship(s) are important. NTAP does not sell drives to Dell, just high margin software and motherboards.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News