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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: DownSouth who wrote (6382)	2/9/2001 12:16:05 AM
From: Mike Wilhelm	Read Replies (1) of 10934

GM will decline moderately as number of disks in configs expand. DS, Can you help me understand this? I read an interview sometime ago with the CEO where he stated that NTAP planned to run at 60% gross margin & 20% operating margin; which is about where they are at right now. Are they planning on a lower margin structure now? And if so why? If their win rate against competition is holding steady at 80%+ and they already have a substantial price advantage, why would they take lower margins? TIA Mike PS. Thanks for all the info on NTAP you post here and on the G&K thread; I've just recently bought in, last week and again today.

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