| Interesting article. This isn't something we need to worry about now. Now, the stock is down because business spending has collapsed, and that collapse is concentrated among NTAP's customer base. However, once business spending comes back, and NTAP is back in favor, and the stock is a lot higher, we need to start worrying about storage and server boxes going the way of PC boxes. The hardware that goes into NTAP's and EMC's products is all cheap mass produced commodity items. The value-added is the software. I'd hate to see NTAP have to fight the kind of fierce pricing wars Dell fights all the time. OTOH, Dell has been a good investment, LT, in spite of being in a business with low barriers-to-entry, and competition on price. We shall see. Again, this isn't something we really need to worry about now. |
