What’s everyone’s take on NetApp right now? They’re pushing hard on all-flash, cloud deals with AWS/Azure/GCP, and hyping AI storage wins, plus Keystone seems to be picking up. But the storage market is packed with Dell, Pure, HPE, IBM, and cloud-native players all fighting on price. Do you think NetApp has any real moat left, or are they just hanging on? And can they actually scale those AI/cloud wins, or is it just short-term hype? Curious how people see their market share holding up over the next couple years.
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