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

To: Tidbits who wrote (10275)	9/6/2002 2:35:22 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 10934

>> NTAP's gross margins have dropped from 60% down to below 44%. Quit talking trash, Tidbits. From ntap's 10Q for the period ending 7/26/2002, Revenues: 206,828 Cost of Revenues: 77,729 Gross Margin: 129,101 GM%: 62.42% This compares to GM% of 56.06% for the year earlier quarter. As far as I'm concerned, that's damned good performance in a crappo market. How about checking out the latest SEC filings before you start bashing again? edgar-online.com >> My crystal ball is screaming squeeze play for a company used to high gross margins... Your crystal ball needs some Windex. It's got a lot of FUD on it. uf

To: Tidbits who wrote (10275)	10/17/2002 6:09:26 AM
From: DownSouth	Read Replies (2) \| Respond to of 10934

Tidbits, sorry I let yur post twist in the wind for over a month. CUF pointed out the error of your margin analysis. Now let me simply say that Nearstore is in no way the low end of NAS. It is a specialized solution for storage of backup files that are most likely to be accessed in the near term. Recent announcements are plain enough that NTAP is going after the mid-size and larger storage market with its new NAS/SAN capabilities. As for EMC, they are still the one to beat on the raised floor, and I can tell you from experience that they are a vicious competitor --not with price or functionality, but less attractive sales strategies. (Last word on that.) DS