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

To: Lhn5 who wrote (6762)	2/23/2001 10:38:44 AM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> Thanks for explaining pirate, i don't win the pomposity award, just laziness. It is just amazing to me, the negativity these days. It is as if people think IT spending is going to forever revert to hammers, chisels and stone tablets. A better explanation is: Intel sells components. NTAP sells systems. NTAP will buy components that cost $500->$x,000. Intel will buy NTAP servers that cost $xx,000 -> $xxx,000. It's an order of magnitude type business deal, an order of magnitude in NTAP's favor. Even if NTAP bought motherboards and CPUs from Intel, the deal probably favors them dollar-wise more than 30 or so, to 1. NTAP did a major deal with Oracle, which should leverage many more database deals. NTAP did a deal now with Intel, which should leverage many more ASP-storage and CAD/CAM deals, assuming Intel is chucking their crappy old Auspex systems they used in chip design storage for NTAP.