NetApp (NTAP)
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The speaker addresses the challenges traditional storage firms face amidst changes in data center systems.
Dom Rizzo
CNBC Television
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The speaker addresses the challenges traditional storage firms face amidst changes in data center systems.
The speaker evaluates that while the company has a good business model in storage management, this year has been weak in terms of performance. He assesses the option of trimming the position to reallocate capital into stronger investment opportunities.
The speaker states that trimming the position would be logical considering the company's poor year.
The speaker addresses the challenges traditional storage firms face amidst changes in data center systems.
The speaker evaluates that while the company has a good business model in storage management, this year has been weak in terms of performance. He assesses the option of trimming the position to reallocate capital into stronger investment opportunities.
The speaker states that trimming the position would be logical considering the company's poor year.