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

To: Jack Hartmann who wrote (10150)5/14/2002 6:21:28 PM
From: Jacob Snyder  Respond to of 10934
 
Thanks. You got a lot more than I did.

I found it impressive, that they said they are willing to compete on price ("we'll take advantage of price elasticity, when we see it"), yet they are still able to manage 60% margins.



To: Jack Hartmann who wrote (10150)5/14/2002 7:00:04 PM
From: Cooters  Respond to of 10934
 
Thanks for the good notes, Jack and Jacob.

A little disappointing in the ST, but the seasonality of NTAP's fiscal year-end make it really tough to show QoQ gains into this quarter.

So much for a quick profit. Back to LTBH again. Beer money gonna need to come from somewhere else......

Cooters


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