I had a much longer post, but then I realized it's not worth it. The problem is the analyst in question seems to need NetApp stock to go up in a rather major way, enough that it's almost getting to the point where someone should examine his bank account for NetApp payouts, or his portfolio for how much NetApp stock he has.
He also released a report saying NetApp will outperform EMC based on not thinking EMC will release as many products as they did last year and NetApp's release of 8.1 coming late in the year.
He's just a financial analyst that's been handed the Storage World, he is showing he doesn't understand it.