Thread regarding NetApp layoffs

NetApp Irreversibly Damaged

Read the article at the URL below.

https://seekingalpha.com/article/4286671-netapp-irreversibly-damaged

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Post ID: @OP+10DEQLv3

8 replies (most recent on top)

Are they shrinking ?

https://www.bizjournals.com/sanjose/news/2019/09/03/google-sunnyvale-real-estate-netapp-purchases.html

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Post ID: @exmd+10DEQLv3

Pure Storage has never reported a legitimate profit. CFO is an acquaintance of mine. Not impressed, but I know when he resigned it was because the end of the road is near. What is mind blowing is the fact that NetApp will probably fall first. Just goes to show you, c-appy leadership will destroy anything. Goodbye GK. Thanks for nothing.

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Post ID: @6vtp+10DEQLv3

Pure Storage is not doing well, their CFO just recently resigned.
Dell-EMC quarterly numbers come out this week.
I still believe it's a macro economics situation here.

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Post ID: @5dhe+10DEQLv3

Who would want to acquire them when NVidia and others already partner with many others providing storage? Storage is NetApp. Storage is Pure. EMC got lucky being acquired by Dell. Too late for NetApp. I believe all stand alone storage companies will not fare well now into the future. From the sounds of it, NetApp can’t figure out which staff to keep let alone lay-off.

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Post ID: @5eli+10DEQLv3

You just proved a point. NetApp is non-innovative. You can see this in their c-appy GUI as noted. It’s been lacking for almost a decade. They don’t care.

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Post ID: @1cto+10DEQLv3

I disagree with the it takes a PhD comment. I never setup a NetApp system before starting this job 6 months ago. It only took a couple days to figure it out. After a week I felt pretty confident in setting it up as well as using a lot of the peripheral software. Compared to every SDS solution I've ever used ONTAP is easy. I will say I think the GUI sets people up to fail. It lets you do enough to think you know what's going on but then doesn't let you do enough when it's a simple command line. Being a linux/HPC guy I'll do command line all day long.
I do agree with the leadership statement. I've never see more petty squabbles get in the way of making money. I think part of the problem is so many reps/groups always got comped all the time and now that they're trying to manage the swim lanes people are getting p-ss-d. Every company I've worked for always screwed you on comp all the time.
That Mendozza guy seemed pretty cool, enjoyed his exit speech, whish I heard of him earlier.

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Post ID: @1ixd+10DEQLv3

for pennies on the dollar....no one wants a proprietary operating system that requires a storage PHD to config. and operate....lock in is long gone as a survival tactic

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Post ID: @una+10DEQLv3

Everyone seems so clueless as to the problems in Americas. It's leadership!!! It's always been a leadership problem, infighting among teams and no clear balance internally when it comes to business strategy due to division of teams. Problems with execution of sales are as simple as NetApp selling professional services on T&M vs. actually creating a product SKU. In turn we would build multi-million dollar pipelines at the same time being clueless of the work that was actually sold/performed. NetApp does not know how to execute. All the layoffs and founding leadership exits tell me that they are shaping up to to be sold. NVidia or Lenovo is my bet.

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Post ID: @ivz+10DEQLv3

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