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Technology Stocks : Network Appliance
NTAP 117.26+1.1%Dec 5 3:59 PM EST
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To: DownSouth who wrote (3303)5/17/2000 1:19:00 PM
From: kas1  Read Replies (2) of 10934
 
I believe that Dan said a cc or two ago that NTAP has a 75% win rate in EMC competitive situations and, when asked, reaffirmed that in the next cc.

Of course, a win rate can be deceiving.

NTAP may not even get invited to bid on some of the larger configurations.

I would bet that the win rate will drop once they introduce the 6+TB filers, simply because they will get invited to the table a lot more often, on much bigger configurations. As investors, we should concern ourselves not with win rate but with profits -- so this would be a positive development.
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