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To: Bridge Player who wrote (7045)	4/28/2000 6:46:00 PM
From: edamo	Respond to of 8096

bp...mea culpa, mea culpa, mea maxima culpa sales...revenues...same same....should read income...yes emc profit margins 15%+...ntap 12%+....that alone shows the ability of emc with a mega overhead compared to ntap to generate higher margins......if ntap has lower margins, what may be the answer? competition? management? interesting question?....also notice the doubling of receivables..compare return on equity/return on assets...emc 26.88%/19.54% ntap 19.55%/16.41%....good overall management indicator....

To: Bridge Player who wrote (7045)	4/28/2000 7:06:00 PM
From: mtnlady	Respond to of 8096

500+ mill revenue not counting this upcoming quarter which historically is their strongest. NTAP is growing at about a 20+% quarter to quarter sequential growth rate. Chances are very good they will exceed 100+% growth rate this year and are squarely in the beginning stages of a large tornado. In addition they have branched out with new products and software caching.. (I believe #2 already in this market arena) in and of itself a fairly large and rapidly growing market. The key for me is how big and fast the NAS market is growing and NTAP's market share within this tornado.