Feeds

NetApp beating out EMC

Analyst lauds cost-effectiveness

Boost IT visibility and business value

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. ®

The essential guide to IT transformation

More from The Register

next story
The Return of BSOD: Does ANYONE trust Microsoft patches?
Sysadmins, you're either fighting fires or seen as incompetents now
Microsoft: Azure isn't ready for biz-critical apps … yet
Microsoft will move its own IT to the cloud to avoid $200m server bill
Oracle reveals 32-core, 10 BEEELLION-transistor SPARC M7
New chip scales to 1024 cores, 8192 threads 64 TB RAM, at speeds over 3.6GHz
Docker kicks KVM's butt in IBM tests
Big Blue finds containers are speedy, but may not have much room to improve
US regulators OK sale of IBM's x86 server biz to Lenovo
Now all that remains is for gov't offices to ban the boxes
Flash could be CHEAPER than SAS DISK? Come off it, NetApp
Stats analysis reckons we'll hit that point in just three years
Nimble's latest mutants GORGE themselves on unlucky forerunners
Crossing Sandy Bridges without stopping for breath
prev story

Whitepapers

5 things you didn’t know about cloud backup
IT departments are embracing cloud backup, but there’s a lot you need to know before choosing a service provider. Learn all the critical things you need to know.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Build a business case: developing custom apps
Learn how to maximize the value of custom applications by accelerating and simplifying their development.
Rethinking backup and recovery in the modern data center
Combining intelligence, operational analytics, and automation to enable efficient, data-driven IT organizations using the HP ABR approach.
Next gen security for virtualised datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.