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To: John Koligman who wrote (10827)	5/24/2007 2:29:29 PM
From: pirate_200	Read Replies (1) \| Respond to of 10934

Another data point on competition... "Storage Spending Knocks NetApp" ======== byteandswitch.com ======== .... "Analysts are now starting to wonder whether NetApp is also coming under pressure from rival vendors such as IBM and EMC. "Though we subscribe to NetApp's macro-economic commentary, and our checks do coincide with company comments that an upward trend took place in April, we believe competitors will question whether competitive headwinds are incrementally surfacing for NetApp," said A.G. Edwards analyst Aaron Rakers, in a guidance note released today. CEO Warmenhoven faced a barrage of questions on this topic during last night's call. "It had nothing to do with any competitor. It had nothing to do with anybody like IBM," he replied. NetApp's "percentage of wins" remained fixed versus EMC and rose against HP, he said. NetApp president Tom Mendoza also indulged in some saber-rattling against EMC, which has lowered its pricing in an attempt to lure NetApp customers. "The fact of the matter is that we're attacking them on many of their home courts," he said. "We are finding ourselves up against them in very much their strongholds."" ========