NetApp

WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

Western Digital Corporation, also known as WDC, held its investor meeting yesterday.  We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

​NetApp Industry Analyst Meeting announcements – Google and more flash

There were two main announcements, a new relationship with Google Cloud Platform and a new flash device – the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google.  Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down… Read More »​NetApp Industry Analyst Meeting announcements – Google and more flash

NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software

At NetApp’s analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services.  Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the… Read More »NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software