Technology Enthusiast
Growth at reasonable price

Why Nimble Storage Is Growing So Rapidly - A View From The Trenches

(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...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details