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

To: jmanvegas who wrote (6210)	2/7/2001 10:39:23 PM
From: SecularBull	Read Replies (1) \| Respond to of 10934

That's why RTHM, TUTS and AWRE are doing so well... DSL will do well for the outdated RBOCs, and is DOA for next generation carriers. LoF

To: jmanvegas who wrote (6210)	2/8/2001 12:09:01 AM
From: tinkershaw	Read Replies (1) \| Respond to of 10934

We're in 2001, not 2004. Do you have a crystal ball on the growth of NTAP in 2004. You think NAS storage won't be commoditized like everything else. Margins for storage going forward will absolutely shrink into the future. Same thing said about Cisco's routers and Intel's chips. Could be true with NTAP and with EMC (hmmmmm....no one's seemed to have commodotized their boxes. Just some cheap disks and cpus inside should be a breeze). Hmmmm, well, critics are sometimes right. But then again critics also make for the best investment choices as well including AOL, RMBS and QCOM. Three of the most criticised stocks I have ever known. I wasn't around for AOL but I thank critics for making RMBS and QCOM so profitable for me. Tinker

To: jmanvegas who wrote (6210)	2/8/2001 12:09:43 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 10934

>> You think NAS storage won't be commoditized like everything else. That's the general thinking on the G&K thread, JMan. Note that Cisco and Microsoft are both still making 60+% gross margins after all these years. Ntap is part of the Gorilla Game universe, and it's possible they will have a very lengthy competitive advantage period which will allow them to maintain product differentiation. >> Margins for storage going forward will absolutely shrink into the future. Certainly for the hardware, but the margins on proprietary software will remain high. jmho, uf