Larger vendors are developing technologies similar to those offered by 3PAR. Its technical advantage is quickly fading.3PAR's share of the storage area network market remains around 1% along with more than a dozen other competitors that have recently emerged. We believe it will be difficult for
Compellent is effectively putting its limited resources to use, stealing share from the storage giants.
Brocade's acquisition of Foundry may provoke a strong competitive response from Cisco, which is already gaining market share in the storage switching market at Brocade's expense.Storage area networks continue to grow, but the technology is mature, and competition is tight. One slip or missed
Isilon may finally have its house in order, but the window of opportunity is small.
EMC is positioned to capitalize on the expanding storage needs of corporate data centers.
Storage is one of the hardware sectors primed for growth, and NetApp is positioned for success.
As commodity products, hard drive prices continue to decline, pressuring on manufacturers to continually cut costs.Western Digital is about to enter the enterprise segment, and its success could take share away from Seagate's most profitable segment.Seagate's business model requires continual R&D
3PAR PAR reported second-quarter results that were in line with our expectations, and our fair value estimate is unchanged. Total revenue increased 4% year over year and 2% sequentially. Sales momentum is picking up, but the rebound continues to favor other areas of the storage market, primarily
Compellent CML posted another quarter of strong results as the company continues to easily meet our high expectations. Total revenue increased 31% over the prior-year quarter while others in the storage industry are facing year-over-year declines. Gross margins increased to 57%, though we do not ...
Western Digital WDC and Seagate STX reported earnings this week, and unexpectedly strong demand for hard drives quarter drove both companies to handily beat the outlooks given last quarter. Total hard disk drive shipments increased to 152 million units, a 16% increase sequentially and 36% above the