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Technology Stocks : Network Appliance

NTAP 114.72

-0.9%

3:51 PM EST

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To: jmanvegas who wrote (6210)	2/8/2001 12:09:43 AM
From: Uncle Frank	Read Replies (1) of 10934

>> You think NAS storage won't be commoditized like everything else. That's the general thinking on the G&K thread, JMan. Note that Cisco and Microsoft are both still making 60+% gross margins after all these years. Ntap is part of the Gorilla Game universe, and it's possible they will have a very lengthy competitive advantage period which will allow them to maintain product differentiation. >> Margins for storage going forward will absolutely shrink into the future. Certainly for the hardware, but the margins on proprietary software will remain high. jmho, uf

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