(For brevity, I will use NMBL to refer to both the stock and the company.)
The recent article by Technology Assessment Group got me thinking.
That article mentioned that the success of NMBL has validated the customer demand for hybrid arrays. It also mentioned that for the following reasons, NMBL will find it difficult to gain acceptance in Tier 1 Enterprise and Data Center markets:
1. Active/Standby controllers
2. Provision of only one protocol: iSCSI
3. Lack of deduplication
I manage network storage arrays for a living. I have direct, hands-on experience working with many arrays, including ones from Nimble Storage. This article is a view from the trenches.
NMBL has been described as one with a "Disruptive...
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