How Doomed is NetApp?

#1

Post by PaulHoule » Sat, Apr 18, 2015, 7:18 PM UTC

Re: How Doomed is NetApp?

#2

Post by staunch » Sat, Apr 18, 2015, 8:14 PM UTC

NetApp can join Sun and Oracle in the pile of great technology that was massively overpriced and oversold by short-sighted fools.

Re: How Doomed is NetApp?

#3

Post by rodgerd » Sat, Apr 18, 2015, 8:17 PM UTC

"File Server Obsolescence" seems wildly unlikely.

"Commodity software defined storage" (IBM selling XIV on generic hardware, Ceph, and so on) seems far more likely.

Re: How Doomed is NetApp?

#4

Post by SniperOwl » Sat, Apr 18, 2015, 8:28 PM UTC

Nimble, Pure and Nutanix are delivering easy to use, high performance storage/compute for a fraction of the cost of EMC and Netapp. This is reason why Netapp is losing clients to Nimble, and EMC is losing to Pure. Cisco should stay on their toes with Nutanix line of Software defined hardware.

Re: How Doomed is NetApp?

#5

Post by omerh » Sat, Apr 18, 2015, 8:33 PM UTC

All I can say is that I am moving everything I can to cloud object storage from my Netapp because of 2 cents vs. $2 for GB of storage. Also Netapp wouldn't be my third chios on the next purchase of storage

Re: How Doomed is NetApp?

#6

Post by chronophage » Sat, Apr 18, 2015, 8:35 PM UTC

Cleversafe seems to be eating NetApp's lunch.

Re: How Doomed is NetApp?

#7

Post by lnanek2 » Sat, Apr 18, 2015, 8:41 PM UTC

I went to a cloud dev summit a year ago and they flat out said on stage that Microsoft and Amazon were under pricing cloud to kill competition. So this is just as expected...

Re: How Doomed is NetApp?

#8

Post by chinathrow » Sat, Apr 18, 2015, 8:44 PM UTC

lnanek2 wrote: post #7

I went to a cloud dev summit a year ago and they flat out said on stage that Microsoft and Amazon were under pricing cloud to kill competition. So this is just as expected...

I think there is a fine line between under pricing competition and having exorbitantly high margins.

Re: How Doomed is NetApp?

#9

Post by fuckedapanda » Sat, Apr 18, 2015, 8:50 PM UTC

they be fucked, hard time to pivot before they go all RIM

Re: How Doomed is NetApp?

#10

Post by CyberDildonics » Sat, Apr 18, 2015, 8:57 PM UTC

staunch wrote: post #2

NetApp can join Sun and Oracle in the pile of great technology that was massively overpriced and oversold by short-sighted fools.

These companies always seem to find a niche in companies that need hardware that is 100x faster so they can write software that runs 100x slower.