Compellent - the billion-dollar storage company?
Screw the recession up
This is a company that has started getting a huge amount of self-confidence. Its people and its channel partners are thinking privately and beginning to say publicly: "If we can grow like this in a recession with the competition cutting prices and introducing new products left right and centre, then think what we can do when the recession ends."
The Compellent people don't believe cloud computing - private cloud computing Cisco, HP, and IBM style - will fundamentally alter the storage market's structure. There will still be a strong, strong market for external attach storage with unified virtualised blade server and networking systems.
Soran and his team are beginning to think that, yes, they have actually come up with something as good as NetApp was when it was founded. (Soran has just read Dave Hitz' autobiography, How To Castrate A Bull</em., by the way). They really do have an architecture, a business model, and a culture that they can use to grow Compellent to a billion dollar a year company, leaving fellow second generation SAN suppliers 3PAR and Pillar Data way behind. Maybe they are right. Maybe Compellent is the chosen one, the next golden storage child. We'll see - it will be an eventful ride. ®