Re: Protecting their install base
Odd, I heard almost exactly the same thing about All Flash FAS .. which two years after release generated the majority of NetApp's 20%+ AFA marketshare ($1.7Billion run rate) and is growing twice as fast as Pure or EMC. If you look at NetApp's SAN revenue growth, (+12.6%) vs DellEMC (-16.6%) or IBM (-12.2%) that shows that a lot of this is into net new logos .. some of them very large net new logos.
NetApp no longer equals ONTAP .. the industry is in one of those rare times when everything changes, and we've been planning for this opportunity for a while now. NetApp HCI is going to be a big part of that