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

To: DownSouth who wrote (6399)2/9/2001 10:39:05 AM
From: SecularBull  Respond to of 10934
 
One cannot forget that these margins can be sacrificed, and perhaps ought to be, to drive a stake through the heart of SAN. I would take a drop in margins to see NTAP steal serious market from EMC in their own bread and butter, and I think that's what we will see. Talk about revenue growth!!

I think that DW's 2002 guidance was VERY conservative given this scenario.

LoF



To: DownSouth who wrote (6399)2/9/2001 10:49:24 AM
From: D. K. G.  Read Replies (1) | Respond to of 10934
 
DS, if interested there's a Morgan Keegan storage network report. Mostly SAN but NTAP is mentioned

Message 15324787


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