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NetApp, Inc. Message Board

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  • mamabearsucks mamabearsucks Feb 17, 2010 5:52 PM Flag

    Did he just say...

    Nevermind, he just repeated it in the Q&A.

    That would be a touch below the street, as I figured from initially reading the press release.

    Seems like analysts are asking lots of questions about margin (via expected opex, etc). Should be interesting their take tomorrow. I suspect they'll all re-it their ratings, and cautiously take up numbers a bit... although that depends entirely on continue revenue growth now given that they are going to be ramping up costs at a quicker pace than was expected.

    bottom line so far seems like they're pumping money into the opex side of things... for better or worse.

 
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