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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: riposte who wrote (7666)	4/10/2001 9:20:46 PM
From: DownSouth	Read Replies (1) of 10934

NetApp has historically positioned themselves as being a much lower cost alternative to EMC - i.e, companies have ALWAYS been concerned with cost of ownership. Nope. The whole TCO thing has just recently gotten wings with that independent report that showed NTAP was 70% less TCO than EMC. NTAP has always claimed that but had no hard independent data to back it up. NTAP's marketing has been about lower initial cost/MB, ease of use, and performance. What DW is telling us is that the TCO thing has traction in the market for a change. Personally, I think he's giving us a warning. DW is pretty straight ahead in his talking style. That was NO warning. That was a marketing/sales statement that should not be interpreted except "we are whipping EMC's ass in the market." Now whether that means NTAP is on target is another matter.

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