
FQ2 earnings call ( webcast ): The company passed Dell to become the world's #1 enterprise PC vendor; PC ASPs rose; the 3PAR storage unit again saw 100%+ Y/Y growth; Gen 8 server ramp strong; Americas revenue was flat Y/Y (-4% in FQ4). Some
continuity. Many of NetApp's competitors have greater scale, including EMC and IBM IBM. Recent upstarts Compellent, Isilon, and 3PAR developed cutting-edge features and have been acquired by competitors that can provide distribution. NetApp may also find
partly responsible for NetApp's struggles, saw its share rise 360 bps Y/Y, to 32.1%. IBM 's share rose slightly to 12.9%; HPQ 's rose 80 bps to 10.4% (thanks to 3PAR ); and DELL 's fell 60 bps to 7.8%. Post your comment!
sees Meg Whitman's CC remarks about H-P halting its M&A binge as a mixed blessing, given its "uncertain organic growth;" it's worth noting 2010 acquisition 3PAR had another quarter of 100%+ growth. ( more ) Post your comment!
on a buying spree, gobbling up one company after another, arguably at sky high prices . After acquiring EDS, 3COM, Palm, 3Par , and now the very expensive Autonomy, it appears the company is finally ready for a much needed rest. Soon after HP gave Leo
expects sales of cloud storage systems to grow 56% this year, to $417.3M, and surge to $1.45B in 2015. H-P's ( HPQ ) 3PAR unit, whose sales have taken off over the last year, is one of the early leaders in the cloud storage space. NetApp ( NTAP
Though H-P ( HPQ ) was blasted for the steep price it paid for storage specialist 3PAR , the acquisition appears to be paying dividends. 3PAR 's sales have doubled since H-P bought the company, and the federated storage capabilities
HP is benefiting from recent investments in storage and networking technologies (including recent acquisitions of 3Com and 3PAR ) that have improved the functionality of its product portfolio and led HP into higher-margin territory. In contrast, Cisco
a 17% sweeter bid, and more so at the potential for an all-out bidding war — remember how Dell and HP’s brawl over 3Par drove the selling price from an initial $1.2 billion to a final $2.3 billion ? ETE is already condemning Williams’ higher
HP HPQ raised some investor concerns over the lofty premiums it paid for data networking firm 3Com and storage systems vendor 3PAR in order to gain a larger footprint within its customers' data centers. However, positive results from HP's enterprise hardware