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Technology Stocks : Network Appliance

NTAP 114.72

-0.9%

Dec 3 3:59 PM EST

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To: techreports who wrote (8880)	8/5/2001 9:15:24 AM
From: 100cfm	Read Replies (3) of 10934

NTAP will have DAFS and WAFL to differentiate its products from EMCs. This could provide some pricing power.. Since I'm still holding all my shares, I sure hope you're right. But I no longer only look at the positives, I concentrate more on what could be the negatives of a company. This way I'm more in tuned on what the downside could be. If the price of a NAS system is $1 and EMC drops their price to 75 cents then it will make it a harder sell for NTAP and if NTAP starts to lose sales they will have no choice but to get down in the gutter with EMC. I'm not saying it will happen but that is one of the downside possibilities of EMC's actions. Again I hope it doesn't happen but in this environment the need to save cash may overcome other rational choices. The evidence of any of this happening will be in the margins. We need to watch for an increasing decline in margins. I don't think revenue levels will be a good gauge but sequential declines in margins is a good sign of a price war. 100

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