>Can you point out where you found this data?
I've been thru the 10Q and press release and cannot locate it.<
wut, just cuz i haven't posted here in months, i all of a sudden lose my street cred?
serves me right for changing my nom de plume. <g>
believe it or not, i knew those nums by rote, jeff. (CFLO was semi-recently hashed over on another board.) nevertheless, i culled the text below from a Robbie Stephens report dated 8/15.
if you're still the skeptical sort, check out DS' CC notes here:
Message 14213462
your fact-checkin' coz,
BB
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Robertson Stephens
August 15, 2000
NetApp filers increased as a percentage of revenues, while NetCache products declined: NetApp filers made up approximately 96% of revenues, up from 95% in Q1:F00 and 92% last quarter. Within its filers business, Windows only sales grew to 19% of revenues from 15% last quarter. NTAP’s database business declined to 16% of revenues from 18% last quarter. NetCache product sales declined both as a percent of revenue and on a dollar basis. NetCache products represented 4% of revenues, down from 8% last quarter and 5% in Q1:00, which reflects a mix shift to low-end systems. Management noted that, quarter to date, NetCache revenue is equal to the total NetCache revenue from FQ1 (approximately $10 million). Management further emphasized that its caching products are part of the company's focus on delivering end-to-end solutions and we expect caching as percentage of revenues will return to high single digits this quarter. |
