Good info Smorg and Hlygrail. Different perspectives. And yes, PURE’s bread and butter has been small and mid-size business, but Pure has also move into 25% of the Fortune 500 (which is still pretty small penetration). Clearly from our discussion, Pure’s software is still developing its sophistication.
On the other hand, although that keeps Pure out of some accounts or some projects, the simplicity also makes Pure a much better purchase in far more than they are left out. This is why Pure has grown to $1 billion in revenues faster than any storage company in history (although Nutanix might debate it, not sure where to put those two as they are not quite apples and oranges).
What Pure will argue is that our software continues to be improved and sophistication added. Over time the simplicity and benefits, without the unneeded extraneous complications, will move upward as we add and improve our software. The total cost of ownership for their core customers, and in the Fortune 500 projects they are in is materially less than any of its competitors.
Meanwhile Pure will say that NTAP and EMC and the like, like Windows that you can still see the underlying DOS code, and I am always shocked just how often and how intrusively Windows needs to make update. I use a Mac, but have to use Windows occasionally for some indoor cycle training, and every time I launch the program, a few times a month, I am inundated with mandatory updates, streaming while I am trying to use the software, messing with the software I am running, forcing shut downs, and with intrusive menus popping up that I need to click away while I am trying to climb a 2000 foot piece of road virtually. This happens only a few times a year with Mac, and far less intrusively.
Oh, I went on, that like Windows, the legacy software of NTAP and EMC will never b able to be as simple and efficient as what Pure offers, and it will never be optimized to run on flash. Flash, unlike magnetic, is damaged every time a cell is used.
So the argument is, look at our success coming from the bottom up. We build software with no unneeded complexity, custom built for flash, and we will continue to move upscale as we add features without unneeded legacy complications the benefits of which, that have been rapidly adopted in the marketplace, will also be welcome in the upper tier as we add to the sophistication of the software.
Meanwhile NTAP and EMC and HP will argue, that we already have the sophistication, and that we can adapt what we have for flash no problem. It is just another medium. And that “complexity” provides maturity, IT staff knows how to run it, and real professionals want options.
Seems to be where the arguments are.
On Pure’s side is their incredible customer satisfaction. It is like Venus vs. Mars in regard. Customers love Pure. This said, customers really like their NTAP, and are only slightly less happy with EMC.
What we don’t know is how much market share Pure is actually taking from NTAP and EMC. The premise is that both companies are losing marketshare to Pure, little by little anyways.
NTAP is firing back, NOT WITH OUR NEW PRODUCT!
I have seen the debates between EMC and Pure on how they calculate wins vs. each other. EMC’s definition of a win has nothing to do with a head to head battle vs. Pure, but EMC claims a 95% win rate against PURE (which does not really stand up to any credibility test). Pure is citing more than a 70-75% win rate when both products are tested against each other (which I assume are use cases that Pure is qualified for).
Thus, I have no idea how to comment on NTAP’s alleged 100% win rate at this point in time.
To be continued, as too much to do, and not really worth looking at the market crash at the moment.
Tinker