"HCI" - disingenuous positioning at best
"Is a dream a lie if it doesn't come true, or is it something worse?" -- Bruce Springsteen
5 posts • joined 10 Dec 2014
The exec position just seems flat wrong. Startups are taking up the slack; cloud is a smokescreen.
Pure + Nimble + Nutanix + one or two others represent about $1B in revenue not captured by existing array vendors last year. They're growing like weeds. The idea that Georgens doesn't see this means he's covering for NetApp's inability to adapt fast enough -- or else he's incompetent. Or both.
NetApp et al were ALWAYS software companies. Every time they tried to prove it, the market snapped at them and they went back to selling it in hardware containers. Some did weird hardware, but for the most part that stopped with the 3Par design in the 90s. Ask yourself: why did Veritas Foundation, generally speaking, lose to arrays the first time around? Why have they spent the last few years trying to sell their backup software in appliances?
It's great that Seagate has a new plan, but that doesn't necessarily suggest a sea change in enterprise shopping.
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