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Technology Stocks : Network Appliance
NTAP 109.28-2.0%Nov 26 3:59 PM EST
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To: John F. who wrote (5597)12/7/2000 1:39:52 PM
From: chmang  Read Replies (1) of 10934
 
Hi John,
I was just pointing out that Mr Tucci' s words are not always very deep and rigorous.
You're right that this is going to put price pressure on NTAP and erode its margins. The clients are going to take advantage of EMC's offers to get better deals from NTAP and they will get them and stay with NTAP. The present EMC sales force will remain focused on Symmetrix so this pressure might not be very hard in the near future, we'll see ..
Charles
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