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Technology Stocks : Network Appliance

NTAP 111.56

+2.1%

Nov 28 9:30 AM EST

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To: Mitch Vine who wrote (327)	7/14/1998 7:44:00 PM
From: DownSouth	of 10934

>Like some other successful companies (CSCO for example) they can sell hardware at high margins because of the proprietary software. I agree, but don't forget that they sell NetCache as a software-only package for NT and Unix platforms. The objective of selling hardware at high margins is becoming more problematic, however. As the scalability of NetApp appliances goes beyond 1TB and will go much higher as they put their clustered configurations together, the proportion of proprietary software to commodity disk drives gets real low. That makes the $/MB measurement a tough competitive issue.

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