Feeds

NetApp beating out EMC

Analyst lauds cost-effectiveness

HP ProLiant Gen8: Integrated lifecycle automation

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. ®

Eight steps to building an HP BladeSystem

More from The Register

next story
THUD! WD plonks down SIX TERABYTE 'consumer NAS' fatboy
Now that's a LOT of porn or pirated movies. Or, you know, other consumer stuff
EU's top data cops to meet Google, Microsoft et al over 'right to be forgotten'
Plan to hammer out 'coherent' guidelines. Good luck chaps!
US judge: YES, cops or feds so can slurp an ENTIRE Gmail account
Crooks don't have folders labelled 'drug records', opines NY beak
Manic malware Mayhem spreads through Linux, FreeBSD web servers
And how Google could cripple infection rate in a second
FLAPE – the next BIG THING in storage
Find cold data with flash, transmit it from tape
Apple fanbois SCREAM as update BRICKS their Macbook Airs
Ragegasm spills over as firmware upgrade kills machines
prev story

Whitepapers

Seven Steps to Software Security
Seven practical steps you can begin to take today to secure your applications and prevent the damages a successful cyber-attack can cause.
Consolidation: The Foundation for IT Business Transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.
Designing a Defense for Mobile Applications
Learn about the various considerations for defending mobile applications - from the application architecture itself to the myriad testing technologies.
Build a business case: developing custom apps
Learn how to maximize the value of custom applications by accelerating and simplifying their development.
Consolidation: the foundation for IT and business transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.