Another Burning Platform? NetApp’s Prospects Ahead Of Its Q1 Earning Report

A recurring theme for me is the headwinds that traditional vendors are facing as a move to new techniques and approaches to delivering IT take hold. Amazon Web Services was perhaps the first indication of this move, commoditizing infrastructure and offering it up “as a service” had major ramifications for the traditional server vendors. Similarly software defined networking and software defined storage provide significant challenges to traditional vendors – a fact I’ve covered before in my “burning platform” series.

http://www.forbes.com/sites/benkepes/2014/02/11/another-burning-platform-netapps-prospects-ahead-of-its-q1-earning-report/