NetApp CEO Tom Georgens | VMworld 2010
SiliconAngle's John Furrier along with co host Dave Vellante sit down with NetApp CEO Tom Georgens at VMWorld 2012 to get his take on virtualization, "sexy" storage, as well as the future of NetApp in terms of their growth strategy, and additionally VMware and integrated stacks vs. best-of-breed approaches to technology delivery. John Furrier opens up the discussion, asking Tom about his take on VMWorld keynote speakers and the energy at the convention in general. Toms responds by hitting on the important notes, right from the beginning, saying "Virtualization is making a big impact on the datacenter, and frankly, it's making a big impact on us as well. VMWare has been a great partner for us. The evolution of virtualization both in terms of cost and savings and, ultimately, as the evolution towards the private cloud, and that's clearly where we have been winning in the market. It's a big part of our strategy and it's great to be a partner with VMWare." After a few laughs over the mere idea of "sexy" storage, the consensus is that storage is profitable, and that's largely due to what a "sizzling hot" commodity it is. Georgens continued by saying "Storage in and of itself is not interesting or sexy, but I think the things that we enable absolutely are." He goes on, "And I think what we are enabling is the fundamental competitiveness of the firms that we partner with. And I think that story and what we're delivering in that story, is why we are growing and the competition is not." So, sexy or not, it is definitely profitable, which is proven by NetApp's 30% growth. It seems it is a testament to NetApps commitment to want to offer satisfactory service that Tom Georgeson said "our focus is not on 30%, our focus is on gaining share". That growth was inevitable, how could it not be? It's like John said, "storage is not just tactical, it's the linchpin"..."Storage is the key in the cloud in the overall architecture." As for the competition, Tom does not seem phased. When Dave Vellante asks, "What does it mean to NetApp, the whole 3par, HP, Dell thing?" "3par is about HP and Dell and as for NetApp, I don't think we have an opinion, 3par is a player in the market, they will remain a player in the market." "..I think this is more of a reflection of what Dell or HP believe is a strength of their current roadmap..." "they must believe that 3par is a better option because they are paying a lot of money for it." "...both HP and Dell are vying for the same asset and that's driving up a higher price.", says Georgens. When it comes to the matter of stacks versus best of breed, he say, "The companies that have created value over time do not have end to end stacks. It has been the Microsoft and the Intels and the Oracles and the Ciscos, the horizontal players. I don't believe it is realistic that any company can invest in every layer of the stack, even if there is a desire to consolidate this industry, it is only a matter of time before a bunch of horizontal players re-emerge."