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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Beltropolis Boy who wrote (1344)	8/18/1999 6:11:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

chris, NetApp always warns of decreasing GM. It is simply because as the disk drive content goes up, the margins go down. Disk drives are commodities with thin margins. I am amazed that with the 1TB systems that they are shipping now, the gm hasn't slipped much, much more. That is one reason the Dell-like relationship(s) are important. NTAP does not sell drives to Dell, just high margin software and motherboards.

To: Beltropolis Boy who wrote (1344)	8/18/1999 6:18:00 PM
From: Uncle Frank	Respond to of 10934

>> i'm long like john holmes. <LOL> I saw one of his epic movies years ago; you must be verrrry long <g>. Has anyone gotten an aftermarket quote on ntap? I don't have the url on my laptop. Frank