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Technology Stocks : Network Appliance
NTAP 107.32+4.0%Nov 21 9:30 AM EST
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To: Fortney Veeble who wrote (341)7/23/1998 3:48:00 PM
From: DownSouth  Read Replies (1) of 10934
 
Thanks for the info. I had seen most of those numbers when they rolled out their FY98 numbers in May.

I believe we will see gm coming down as their systems scale up, because the %content of low margin disk drives goes up very significantly. I cannot recall the guidance they gave us on gm in the future. If the anal-ysts were listening, this should not be an issue.

The coming quarterly should give us a hint on this issue.

(Jeff at NTAP, If you are there, butt in any time!)
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