Technology Assessment Group
Long/short equity, value, research analyst, tech

Nimble Storage Validates Hybrid Storage Array Concept - What Are The Upside Limitations?

Organization of Content

Introduction

Executive Summary

Details

What is a Hybrid Storage Array and why would anybody want to buy it?

Addressable Market and Market Segmentation

Discussion of Gating Factors

Technology

High Availability Architecture

Protocol Support

Storage Management Software Support

Brief discussion of emergent vendors that will compete with Nimble

Conclusion

Appendix

A - Tier 1 Enterprise Storage Requirements

B - Storage Use Cases

Introduction

Nimble Storage, Inc. (NYSE:NMBL) has validated customer demand for Hybrid Storage Arrays, which are built from both flash memory and traditional hard disk drives. Nimble stock is back near its high of $49.00 and is about 130% of its December 13, 2013 IPO price of $21.00. New customer acquisition rate is strong. Clearly,...

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