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130 | Grown-Up Company<br />

reliability that was normally associated with mature corporate<br />

data centers and they were unhappy if they didn’t get it.<br />

I remember a particularly painful meeting with Yahoo in<br />

the mid-nineties. Yahoo was one <strong>of</strong> our largest Internet customers,<br />

and they stored all <strong>of</strong> their e-mail on NetApp. They<br />

told us, “We built our entire infrastructure on your equipment.<br />

Our customer base is doubling every three months, and<br />

your NAS storage has allowed us to scale faster than anything<br />

else we can imagine. But if we could find an alternative to<br />

NetApp, we would throw you out in an instant.”<br />

Their complaint: “You aren’t reliable enough.” Quality that’s<br />

great for a department <strong>of</strong> engineers doesn’t cut it for a giant data<br />

center supporting millions <strong>of</strong> customers.<br />

We could have told Yahoo, “We’re sorry that you chose<br />

to build a high-reliability data center out <strong>of</strong> workgroup equipment.<br />

It’s no surprise that it doesn’t meet your needs. This<br />

must be very difficult for you.” Yahoo was frustrated with us,<br />

but really it was a tough love message. They hoped NetApp<br />

would succeed, because they depended on us to enable their<br />

rapid growth. We could have turned them down, but they represented<br />

enormous opportunity. Not only was Yahoo a big customer,<br />

but we felt that other Internet companies would face the<br />

same issues. What’s more, we were getting similar complaints<br />

from Cisco, which was one <strong>of</strong> our largest tech customers. They<br />

loved our systems at first, but like Yahoo, they started running<br />

into reliability problems when they had installed hundreds <strong>of</strong><br />

them. We decided to focus on Yahoo's and Cisco’s needs.<br />

James and I had mostly worked in small companies, and<br />

we were clueless about big companies with big data centers.<br />

We no longer had an intuitive understanding <strong>of</strong> our customers’<br />

needs. I suppose it’s inevitable that the strategy <strong>of</strong> sticking

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