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

To: John Koligman who wrote (10825)	5/24/2007 1:47:56 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

> The interesting thing is that EMC is up strongly today, > might they be taking some biz from NTAP??? NTAP said that it wasn't a competitive issue, their win rate against competition was normal. If I were a competitor like EMC, I'd try and screw up the other guy's year end as much as I could. Did they? Who knows... Even with NTAP's projected revenue drop in Q1, a soft quarter for them, they are projecting 20%+ revenue growth compared year-to-year. So even with a sequential drop from Q4 to Q1, they still are projecting reasonably strong growth in a seasonally slower quarter, which all points to competitive strength. Also, their gross margins still are strong around 60%. All that said, it'll be interesting to see the next couple quarters or so play out...