I thought I would post the text of a comment I made on Scott Lowe's (now of EMC) blog, regarding NetApp's future (like most posts of mine, its half baked and badly worded...thus Dav's Disorder)...
Guys, just a quick thought on these observations…if Scott’s take on NetApp is correct then surely the same applies to HDS? They are apparently releasing a server line themselves (great another fly for the ointment), but in essence they are the storage person’s storage company right? They will even rebuild microcode for customer’s if you have a particularly pressing requirement? I think enterprise storage requirements are breaking out into those demanded by true commercial enterprises (with governance and high uptime needs) and enterprise, as-in-as masses of storage and huge data rates, enterprises (scientific, research, university, aerospace, engineering, Tv and other media). Storage vendor’s cost models vs feature sets will determine their value in either market.
DavsDisorder
This blog captures some of the observations of Tim Davoren, Data Engines' founder and Managing Consultant. Do not expect an especially coherent delivery here!
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