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

To: DownSouth who wrote (6382)	2/8/2001 11:11:48 PM
From: John Madarasz	Read Replies (1) \| Respond to of 10934

Thanks Jerry, Nice report. I found it very encouraging from a company specific PoV Any thoughts about the inventory increases and decline in turnover rates? One of my concerns here going forward... Thanks again, and best regards. John M.

To: DownSouth who wrote (6382)	2/9/2001 12:16:05 AM
From: Mike Wilhelm	Read Replies (1) \| Respond to of 10934

GM will decline moderately as number of disks in configs expand. DS, Can you help me understand this? I read an interview sometime ago with the CEO where he stated that NTAP planned to run at 60% gross margin & 20% operating margin; which is about where they are at right now. Are they planning on a lower margin structure now? And if so why? If their win rate against competition is holding steady at 80%+ and they already have a substantial price advantage, why would they take lower margins? TIA Mike PS. Thanks for all the info on NTAP you post here and on the G&K thread; I've just recently bought in, last week and again today.

To: DownSouth who wrote (6382)	2/9/2001 12:45:00 PM
From: HDC	Read Replies (1) \| Respond to of 10934

DS, Hi! Thanks for the cc notes. I'm listening to a replay right now. This file vs. block level issue could be one of the major issues over the next few years. It will be fun to watch. Duncan