NetApp #1 Flash Provider in the world.
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NetApp #2 Flash Provider in the world Still, not #1. You know who #1 is.....
I love working for Dell. I get to be a Dell account manager slinging PC's and now an enterprise EMC Rep has to let me take control of the account..... Dude I work for Dell, and our products s---
I can't believe this thread died. It must really s--- to be a Dell employee.
Good job missing the point. The Dell EMC merger may fail but EMC standing alone as a storage vendor was a losing proposition. They are in a much better position for the long term and they don't have the pressures of Wall St. EMC saw the writing on the wall and tried to do something to adjust to the changing market. NetApp needed to do the same thing. The only difference was that EMC had a broader portfolio and better leadership at the time to drive toward a merger. NetApp NEEDS to find a merger or someone to acquire them. Being a single piece of a solution stack is a losing proposition in the long term.
We will see what happens to Dell/EMC by the end of the year. That sand you spoke about is the mounting debt that is crushing its ability to grow. They are living off of the laptop/desktop business which brought in all of the profits last quarter. A lot of products will be cut over the course of the year.
Unfortunately that is meaningless. It is like fighting to be the king of a mountain made of sand next to the ocean. Basing your entire growth strategy on a single technology sector is pointless in the new IT world. Flash is well on its way to being a commodity technology in the already commodity world of storage. While Dell EMC and HPE and other full solution companies may face growing pains as they bring together their strategies they have multiple fronts to weather the storm. Dell EMC is not worrying about NetApp. No one is. NetApp is standing alone with a thinning group of partners due to the consolidation of IT companies. Cisco is in the same scenario. While it may make you feel better to stand next to the idea that your leading Flash, it won't help long term growth or sustainability. />
Most of the large companies acquire in order to gain products and market share. EMC acquired Centera, Clariion (became VNX, then Unity), DMX (VMAX), Data Domain, Avamar and so on. HP acquired 3Par, Nimble, LeftHand, Simplivity and so on. Dell acquired Compellent, EquaLogic and still uses NetApp for PowerVault. IBM acquired XIV and use to rebrand NetApp for N-Series. Cisco acquired WhipTail (Invicta) and SpringPath (HyperFlex)
Not many small companies survive as you can see above. Rubrik, Cohesity, Pure, Nutanix, Infinidat, they will all be acquired or suffer the fail like Violin, FusionIO, Silicon Graphics, Sun Microsystems. These companies went bankrupt after fighting for years. They all were disruptors in their time, they all made money for a time but they could not keep up with the changing economy.
Companies have to acquire to keep pace with the changing economies.
How is NetApp doing after SolidFire acquisition ?
Clustered Ontap - Acquired technology, OCI - Acquired, E -Series - Not NetApp's, Solidfire -acquired
The problem with Dell is they are simply a reseller of everything crap and now EMC. There is no vision. NetApp can deliver NextGen DC capabilities under a single pane of glass. No other vender can do that and when they attempt to try it results in multiple products and Managed Services for 5x the cost of NetApp.
time will tell if this is actually true. Dell made huge gains at the end of the year replacing the XtremIO systems with VMAX/Unity systems, according to IDC but their business is hurting. Amazing to see those numbers are way down, XtremIO was down 67%. I know I have been replacing Dell/EMC systems right and left, customers don't want to deal with Dell/EMC anymore. Nimble is gone, Pure systems are loosing big time now they just fell behind IBM in recent IDC. Now that is really bad when you fall below a company that doesn't even want to sell storage devices.