Re: "NetApp has been losing market share,”
Your numbers are wrong, when compared to what IDC is saying about NetApp's share.
Also, with being a public company, you can read into the 10K and 10Q's that the company itself publishes. Not all is well and good with NetApp right now.
Frankly, although the company I work for sells a lot of different storage products, I can't remember the last time we lost to Netapp. The installed base is loyal, albeit because storage sticks to the data centre floor like superglue, not because the IT folk love it enough to hug it warmly on a weekly basis. They know that for anything other than NAS, there's better value on the market. And as for NAS, you can get good enough elsewhere too.