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To: paul_philp who wrote (51292)	5/8/2002 9:08:28 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Yes, it's me, nephew <gg>. I presume h/w is shorthand for hardware. Cisco's margins for hardware are good, but I doubt they're anywhere close to 60% gm. It's their software licenses for IOS, which is probably over 90% gm, that brings their overall gm to the 60s. Come to think of it, that's probably true in the case of ntap as well. I'm pretty sure about this, but since I don't have access to their books, it's just my educated guess. btw, thanks for contributing to a lively and productive conversation over here. I'm truly delighted to see the thread recovering come of it's former nature. uf