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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 12:59 PM EST
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To: Cooters who wrote (5801)1/11/2001 1:35:19 PM
From: DownSouth  Read Replies (2) of 10934
 
We believe NetApp will experience margin erosion
from 61.9% last quarter to about 60.0% due to increased disk
capacities and the company's entry into the lower end of the
market.

This statement is incongruous. Increased disk capacities indicate entry into a higher end of the market. And, I know of no new low-end products from NTAP, except for the NetCache platforms announced and shipped quarters ago. And even those have high margins. hmmmmmm.
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