Are Seagate and NetApp in denial or in de hot seat?

Seagate and NetApp are telling analysts that news of their doom is somewhat premature, if not downright rubbish. They are not going to be toast, but some startups are heading that way. The scuttlebutt says performance disk drives are being replaced by flash (SSDs) and NetApp is being killed by all-flash array and hybrid array …

[klaxhu]

denial

living in denial like emc and hds.

soon .....

[jussij]

“We would again remind investors that upgrading to Clustered Data ONTAP requires a forklift/rip-and-replace upgrade of existing infrastructure, and thus we believe leaving NetApp more susceptible or a target of competitive solutions from emerging storage vendors.”

This is true. 7m->cDot doesn't require any forklift/rip-and-repalce upgrade. It needs transition gear atm but you definetly don't need to buy anything and you can use your old hardware.

[chrismevans]

The key message here is not the forklift upgrade. It's that a refresh of old hardware running 7-mode requires a data migration exercise that could be as easily achieved moving to a competitor as moving to cDot. So if you have to take the pain regardless, this is a point where customers will have nothing to lose by looking at the competition. It's the perfect time to move away from NetApp. None of this conversation is about re-using old hardware with cDot.

[Trevor_Pott]

"NetApp continues to be dismissive of the long-term competitive threat of emerging storage vendors"

<Yoda>That is why you fail</Yoda>