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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Murrey Walker who wrote (32073)9/22/2000 10:19:30 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
...do you see the DELL thing as much of a drag on NTAP?

None what so ever. Dell was less than 5% of NTAP's sales, and much of that was demo units. NTAP put a lot of resource on this relationship, so that resource is back to more productive work.

The Dell thing is a disappointment, but Dell can't peddle heavy metal.