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

To: Lhn5 who wrote (6764)	2/23/2001 11:37:56 AM
From: pirate_200	Respond to of 10934

> NTAP will also use the INTEL processors for other customers, > so it may not be as lopsided as you say. But that other post > made it seem like every time NTAP sells a system with an intel > chip it represents money lost to ntap, instead of the more ntap > can buy form intel, the more systems they sell and the more money > ntap makes. Yes, NTAP sells systems, using Intel components to both Intel and other NTAP customers, but they apparently already decided to go to Intel processors with the 840 recently. I'm saying, NTAP is getting more sales into Intel without changing their direction - they were using Intel processors anyway for price/performance reasons. Let's do negative speculation for NTAP: Intel gets all the BILLION dollars for components over the 7 years, hmmmm, at the projected average selling price for a filer, how many filers AND HOW MUCH REVENUE for NTAP does that translate to? Oh, wait, that works out to be EXTREMELY positive for NTAP also... hmmmmm. Sorry, I'm grouchy this morning.