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To: JakeStraw who wrote (7330)3/28/2001 3:20:29 PM
From: Uncle Frank  Read Replies (1) | Respond to of 10934
 
>> But won't increasing competition also bring product prices and therefore margins down also?

Ntap doesn't build disk drives, Jake. Hell, they don't even assemble their systems.

Think proprietary software.

uf



To: JakeStraw who wrote (7330)3/28/2001 6:27:45 PM
From: SecularBull  Respond to of 10934
 
NAS margins are not going to get hit as hard as SAN margins in that battle. The question is, how long before EMC cries "Uncle"?

~SB~