Talk about late to market !
31 posts • joined 22 Jul 2015
Re: Revenue should be the measure for ability to execute
The proof of ability to execute might indeed be a sale, but that is not how Gartner defines it for their MQ. The full report quite clearly articulates what they mean by ability to execute - and revenue is not it.
There are plenty of flash vendors out there that made a sale, but are not executing effectively in the broader market.
If you want to use revenue as a measure of performance in the market, you might like to hop on over to IDC.
Also, there are a number of vendors that have a software storage capability that is not limited to their own hardware. NetApp is not unique in that field.
We'll tweet publicly that we swapped out some storage (again) but we can't/won't tell you who it is when asked. Yap Yap Yap Yap Yap Yap.
And it's NFS only, where the multi-protocol NetApp device with all the enterprise features you need, is "legacy", insert *eye-roll emoji
A single protocol, object platform #beastmode lolz
Most storage vendors can perform controller swaps without bringing the system down. That's not really new.
Pure's argument is that there is no Forklift upgrade because there is no migration of data from one array to another. Swapping controllers is just like your grandfather's axe. You might never have bought a new axe, but you certainly don't have the old one either.
"Trust me" says Ken, standing on the outside looking in. If you can't spell XtremIO, then I am certain your views on the product aren't very credible. Cool story though.
And BigJM poses all of the BIG questions, which really answer themselves unless you're simply flinging FUD. If EMC didn't introduce flash into their other products you'd be calling them out on that as well. So which is it? Move on.
Whilst its disappointing to see a company lose customer data - and take the matter so lightly - customers that are very serious about their data wouldn't have relied solely on Salesforce; there are data protection offerings out there for SaaS applications. The protection of your valuable data is your own responsibility - be it on premise or in the cloud.
Re: Uh yeah...
AC - your omments here around customer's procurement methods are sound, as customers are generally pretty good at ensuring they get good prices initially and subsequently. But that's where your logic stops. Gross Product Margins are indeed good at Pure - as are most vendor's gross product margins. But you've neglected to address the negative operating margin (Rolex anyone). And whilst the net losses for the quarter WERE lower, they are still significant. Burning cash at a pretty good rate.
They really need step up the momentum AND maintain it if they want outrun the losses they're still incurring. As like most vendors, there's a point when the growth tapers off. Add into the mix competition from HP, Nimble and EMC ..... and its hard to see how these guys are going to turn (not return) this business into a profit making machine ; currently, the share price is driven by the hype and looks like a lousy investment to me.
Time to stop giving away Rolexs boys. Wonder what their customers think of that ?
And regarding your comments about EMC "selling itself" and cashing in the chips, you're kidding yourself if you think these start-ups are going to out-run EMC. Not only is EMC the biggest in the game, they've got the cash, the portfolio and the sales reach. Now Dell is taking them private, they're not going to be smashed by Wall Street as they navigate their way through all this change. And they are certainly not divesting the business. How do you figure that ? The company will remain intact and in fact becomes the largest IT company in the world. How is that divesting itself ? The semantics of being sold, bought, merged don't really matter. Both companies agreed to it and the customers appear to be pumped - so whats the issue ?
And that's what happens when you buy a public company btw - you purchase the shares of the company you're buying.