John Furrier27
Two Questions: 1) What are EMCs Thoughts on FusionIO selling to Sandisk? Obviously public valuation are not in lie with private valuations. 2) What challenges do private companies have competing with the big dogs like EMC?
Barry Burke
With thin margins, and 90%+ of revenue from 6 customers, is makes sense for SANdisk. Popping skins on servers isn't for everybody though- #FlashEverywhere baby!
CrowdFather
These private companies can't hire talent when their valuations are in the billions. Their window to execute is tiny. They will all crash an burn or be absorbed by the street
Barry Ader
expected that market to commoditize
Brian Gallagher
2.) Technology aside, the biggest challenges competing against EMC is our Global Services. Best in class and a HUGE competitive differentiator!
Barry Burke
And the breadth of our portfolio
CrowdFather
@BGallagher32 If i were Tucci and this team I wouldn't give a poop about Pure Storage they are ankle biters but I'd be afriad of AWS. AWS could put EMC our of bus; Pure never could. #streettalk