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Technology Stocks : Network Appliance
NTAP 115.92+3.2%2:30 PM EST

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To: riposte who wrote (5453)11/30/2000 5:30:33 AM
From: Allegoria  Read Replies (2) of 10934
 
Steve thanks for the articles. I don't remember seeing this Business Week article referenced before:

businessweek.com

Interesting quote:
"Dell Computer Corp., the company most responsible for driving margins in PCs to their current razor-thin levels, increased its storage revenues by 73% last quarter and should see more than $1 billion in sales next year, says
Russ Holt, general manager of Dell's Storage Systems Group. ''Our goal is to commoditize the low-end to midrange portion of this market,'' Holt says. In time, he warns, as the smaller machines become more capable, that will put pricing pressure on EMC.
"

Good luck,
Eric
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