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

To: riposte who wrote (7666)	4/10/2001 9:02:52 PM
From: kas1	Respond to of 10934

re DW "giving us a warning," I think that everyone knows that there's some lowering of expectations. What we don't know is how much -- but I wouldn't equate his statement with a warning. BTW, Dan W's economics error: what he should have said is that the demand used to be inelastic (with respect to price), and is now elastic. Elastic demand means* "as the price goes up, I buy less of if." He said the opposite. *Yes, I know this is a simplified definition.

To: riposte who wrote (7666)	4/10/2001 9:20:46 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

NetApp has historically positioned themselves as being a much lower cost alternative to EMC - i.e, companies have ALWAYS been concerned with cost of ownership. Nope. The whole TCO thing has just recently gotten wings with that independent report that showed NTAP was 70% less TCO than EMC. NTAP has always claimed that but had no hard independent data to back it up. NTAP's marketing has been about lower initial cost/MB, ease of use, and performance. What DW is telling us is that the TCO thing has traction in the market for a change. Personally, I think he's giving us a warning. DW is pretty straight ahead in his talking style. That was NO warning. That was a marketing/sales statement that should not be interpreted except "we are whipping EMC's ass in the market." Now whether that means NTAP is on target is another matter.