About damn time, says Dan Renounard, analyst with Robert W. Baird & Co. Inc. Talk about dysfunctional... They still have lots of work to do, executing this strategy, but you have to wonder why these changes weren't undertaken years ago.
Some observers, who declined to be named, say it has taken this long because Yanai has kept such a vice-like grip on engineering. Now that hes been sidelined into an advisory position [a.k.a. chief beard-stroker], EMC is, at least on the surface, a more democratic place now, says one analyst.
"They wanted to get him out of the spotlight, says Dan Tanner, analyst with Aberdeen Group.
How much of a difference the move will have on the future development of the Symmetrix remains to be seen.
Something had to change and this might be it, Renounard says. Baird & Co has surveyed more than 80 large users of the Symmetrix in the past month. Theres no question it is getting long in the tooth and, at a minimum, customer perception has changed dramatically."
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