Chris Mellor, in his article on The Register, examines the rising stars of the storage system market, EMC (NYSE: EMC) and NetApp (NASDAQ: NTAP). The two pure play storage companies are ahead of Dell (NASDAQ: DELL), HP (NYSE: HPQ) and IBM (NYSE: IBM) by gaining market share based on revenue. Dell, HP and IBM, claims Mellor, have their work cut out if they are to regain their lost market share.
“If both IBM’s Storwize and XIV strategies, and EMC’s VNX strategy pays off, either or both could equal and perhaps overtake NetApp. Hitachi Data Systems is also in this category as NetApp’s year-on-year growth rate is continuing down, paralleling HP and Dell.”
