SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: MileHigh who wrote (1094)6/19/1999 2:24:00 PM
From: Mehitabel  Read Replies (1) | Respond to of 10934
 
MileHigh-- you say

>> It's expensive though! Anyone have any idea what this DELL
relationship will bring in terms of rev's?<<

By the time any of us know what the revenues from the relationship with Dell are, NTAP will be even more expensive ;o)



To: MileHigh who wrote (1094)6/19/1999 11:41:00 PM
From: DownSouth  Read Replies (2) | Respond to of 10934
 
MH, I have not heard any predictions about Dell revenue to NTAP, but it is very important to realize that Dell's revenue to NTAP will be very high margin--probably above 80%, because it will be for proprietary components like software and the NTAP motherboard--not disk drives and fibre channel components, which have margins in the 20-30% range.