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To: BirdDog who wrote (8870)	8/3/2001 6:40:48 PM
From: spiral3	Respond to of 10934

BirdDog, if I may jump in...in this environment, a discount may make the difference between a sale that is booked and one that is postponed. If you'll allow me to extrapolate from what I'm seeing in my own business, even if tco is lower than emc, right now customers have the power and are using it to squeeze suppliers for a deal. It's simply a sign of the times....ntap has plenty of inventory they need to get rid of.

To: BirdDog who wrote (8870)	8/4/2001 2:13:16 PM
From: 100cfm	Read Replies (3) \| Respond to of 10934

BD Cost of ownership is not the end all anymore. First costs count for much more now, with companies desperate to save capital. If EMC cuts the price of it's products to or below NTAP's then NTAP will have to respond with a similar cut, it's simple business. Please don't tell me how superior NTAP's products are to EMC's, I own enough shares to know. EMC is trying to turn the NAS market into a commodity price only matters environment. I'm not certain that NTAP is or will be immune to that. 100