About 4-months ago, met with George, who clearly stated that NetApp will be focused on AWS, Azure and GCP only and that we will eat their scraps which are big enough for a NetApp-sized company not only to survive but thrive. No other partners seemed to have his attention and he was clear about doubling down on the big 3 cloud players, aligning and developing the NetApp first-party services as much as possible. Basically, NetApp will become a cloud, first-party service developer and reseller for AWS, Azure and GCP. Hence, why they do not need old-school, enterprise AEs who have relationships. If/when the Strategic/Entperse teams don't hit their numbers, it justifies George's focus, as well as the elimination of the expensive, enterprise field AEs as first-party cloud services (T2) should/will offset the missed core/foundation revenue (T1). Especially with the manufacturer-to-manufacturer/alliance relationships which reps do not get paid on as well as house, accounts, again which restaurant I get paid on. Only wants to focus on Specialists and BDM types. Spot is NOT doing well! Pipeline number is low. Actual deals getting done are even lower. Lots of competition in the market and the Spot solution is well behind in feature/functionality, easy-of-operation and -management to anme a couple of examples in the cost optimization market. All acquisitions like Spot have yet to even close to becoming justified. Waste money! Well, May 1 announcements should be interesting...so get ready and hold on....as this craziness will continue and the future of NetApp relies on the mercy of its AWS, Azure and GCP offerings!