Is NetApp facing the innovator’s dilemma?
Update: Be sure to read my comment (5th) below as it clarifies this post substantially..
I’ve been reading more of Clayton Christensen’s “disruptive technology” material lately, and can’t help but wonder if NetApp has transitioned completely from the disruptive innovator to the sustainable innovator unable to see / unwilling to enter new markets. The new midrange FAS3000 models being a perfect example of a product line that will probably be a smashing success in existing accounts and no doubt continue to gain NetApp market share in the traditional enterprise space, but probably won’t make a single sale in the small but exploding “web 2.0″ world.
I’ve seen it first hand this week trying to secure a solid iSCSI target for a next generation web platform. We can’t buy StoreVault, VARs won’t sell it to us since it’s “for the SMED market and that’s definitely not you guys”, and we can’t buy FAS filers either since there’s not really a model or pricing structure that works for us.
Interesting, isn’t it, how these small new markets just aren’t worth going after when you’re so successful in your much larger established markets. Until, of course, they’ve grown to the point where they’re bigger than the incumbant market… I just can’t help but wonder if NetApp, perhaps along with every “network storage vendor” in the market today, are going to wake up in a couple years and wonder how they missed out on the entire “web as an application platform” revolution.
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