Re: "Operationalising our Strategy"
Nice..so true!
Not sure if it is Tom Georegen's era in NetApp is responsible for this. But for sure he is on the hook for turnaround (if lucky).
I think NetApp strategy really went wrong and they have to take a hit to fix it. Even if they fix it, it will not be same as what they were in last 15-years as traditional storage market is shrinking YoY.
NetApp always chose path different than it's competition in initial 15-20 years. But recently they followed others for certain things (like FlashRay) and same time failed to adopt effective strategies to fend off new headwinds like AWS/Azure (cloud), hyper-convergence, All-Flash, data center technology, etc.
Another failure is on the acquisition front, neither do aggressive acquisitions nor digest acquisitions well!