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: DownSouth who wrote (1363)8/19/1999 12:19:00 PM
From: HDC  Read Replies (1) | Respond to of 10934
 
DownSouth, Hi! Great summary of the CC. Thanks for the notes. I have a few questions:

1) Could you elaborate on the changes in the sales model regarding the creation of a dedicated cache sales organization?

2) RE: "EMC's strategy to criticize NTAP's scalability & NTAP's plan to quadruple capacity to end that discussion." Is this referring to NTAP's plan to increase storage capacity from 1.5T to 6T on filers?

3) RE: Disk Margins & SUN. Could you elaborate on how NTAP is taking on SUN and how Disk margins relate to that effort?

Please feel free to consider yourself the "Chief CC Note Taker" for the NTAP thread. You are hereby authorized to take ALL notes relating to future CC's. <g>

Best,

Duncan