HP's fourth quarter storage results show that NetApp is catching it up on a revenue basis. HP made $918m from its storage business in its fourth fiscal 2009 quarter, while NetApp recorded $910m. A year ago HP earned $1.15bn though, whereas NetApp made $908.4m, with HP showing a 20 per cent year-on-year decline and NetApp staying …
No surprises here...
No surprises here, except that HP enterprise storage sales have not declined even further. Why on earth would anyone buy EVA SAN or PolyServe NAS unless locked in to it? It's been under invested for years and is now generations behind CLARiiON, 3PAR and NetApp. If Donatelli wants to turn around his storage business then making EVA competitive must be his #1 priority... or maybe he'll ditch it as a bad lot and jump for 3PAR? This would be a tragedy in my opinion: it's not a bad product and comes from a great lineage, but simply does not cut it in todays highly competitive mid-range space.
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