Feeds

NetApp beating out EMC

Analyst lauds cost-effectiveness

Reducing the cost and complexity of web vulnerability management

NetApp is becoming the lead storage vendor in virtualised environments because it offers a more seamless and cost-effective approach than EMC.

That's the view of Mark Moscowitz, a J P Morgan analyst, in a note published on May 25.

He says there is a secular shift to mid-range storage which is benefitting NetApp more than EMC - "secular shift" meaning a long-term change in mindset. This is an accelerating shift and is away from large and monolithic arrays to the mid-range ones, such as EMC's CLARiiON.

Moscowitz writes: "EMC has made suitable improvements in it's CLARiiON product line" in response to the shift, but he believes "NetApp's heritage as more of a low to mid-range solutions provider puts the company in the driver's seat". It has "improving attach rates in virtualisation environments".

EMC is better-positioned than Hitachi Data Systems, HP and Oracle/Sun, but not as well as NetApp. Moscowitz didn't mention IBM in his note.

In a separate note on EMC the analyst writes that "EMC does not trail far behind though," giving NetApp a slight edge. It may be slight but he's putting out the note saying it is, in effect, substantial.

Moscowitz says his information is that NetApp is continuing to add direct and indirect channel sales capability to capitalise on this.

NetApp has the advantage because its products have "better compatibility with VMware virtualisation software, [it's] IP-based heritage and it's lower total solutions cost".

Moscowitz thinks: "NetApp is benefiting from it's virtualisation partnerships with Cisco, VMware, and Microsoft." That's nicely ironic given that EMC owns 80 per cent of VMware and partners with Cisco in its V-Block integrated IT stack initiative.

For J P Morgan, NetApp is second only to Apple in its share growth prospects for investors.

Such support for NetApp's prospects from an investment bank like J P Morgan will be music to all ears at the firm. ®

Reducing the cost and complexity of web vulnerability management

More from The Register

next story
Wanna keep your data for 1,000 YEARS? No? Hard luck, HDS wants you to anyway
Combine Blu-ray and M-DISC and you get this monster
US boffins demo 'twisted radio' mux
OAM takes wireless signals to 32 Gbps
Apple flops out 2FA for iCloud in bid to stop future nude selfie leaks
Millions of 4chan users howl with laughter as Cupertino slams stable door
No biggie: EMC's XtremIO firmware upgrade 'will wipe data'
But it'll have no impact and will be seamless, we're told
Students playing with impressive racks? Yes, it's cluster comp time
The most comprehensive coverage the world has ever seen. Ever
Run little spreadsheet, run! IBM's Watson is coming to gobble you up
Big Blue's big super's big appetite for big data in big clouds for big analytics
prev story

Whitepapers

Secure remote control for conventional and virtual desktops
Balancing user privacy and privileged access, in accordance with compliance frameworks and legislation. Evaluating any potential remote control choice.
WIN a very cool portable ZX Spectrum
Win a one-off portable Spectrum built by legendary hardware hacker Ben Heck
Intelligent flash storage arrays
Tegile Intelligent Storage Arrays with IntelliFlash helps IT boost storage utilization and effciency while delivering unmatched storage savings and performance.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Beginner's guide to SSL certificates
De-mystify the technology involved and give you the information you need to make the best decision when considering your online security options.