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Hypergrowth | 63<br />

“Great,” Tom said sarcastically, “the $300 million can be<br />

my safety margin.”<br />

Tom could have turned it back on me by saying, “Okay,<br />

Dave, we need the product to be thirty times faster.” Then it<br />

would have been my eyeballs rolling back.<br />

A few years before, we were concerned with hundreds <strong>of</strong><br />

thousands <strong>of</strong> dollars and then with millions. Now Dan was saying<br />

we should talk about billions. “Can we do it?” he asked.<br />

“Well, sure we can,” said Tom, “we just need people we<br />

haven’t hired yet to sell products we haven’t built yet to customers<br />

we haven’t met yet.”<br />

••<br />

We had many reasons to believe that NetApp had a big opportunity.<br />

We had a track record <strong>of</strong> high revenue growth. Over<br />

three years, sales went from $2 million to $14 million to<br />

$43 million. Our initial market, storage for low­end UNIX<br />

computers, was growing quickly, and we found new markets<br />

as well. We added support for Windows computers, which<br />

roughly doubled our potential, and our Ferrari­fast speed let<br />

us sell to still more customers.<br />

The biggest growth driver <strong>of</strong> all was the Internet. Many<br />

dot­com companies became great customers because they had<br />

so much data. They stored e­mail for millions <strong>of</strong> people, photos<br />

and movies to download, or pictures <strong>of</strong> products for people to<br />

buy. One analyst explained it like this: venture capitalists gave<br />

money to Web start­ups, and the start­ups gave it to NetApp.<br />

Early Internet customers included Amazon, Yahoo, AOL, Earth­<br />

Link, MindSpring, and even Hustler.com—the list goes on<br />

and on. In the Gold Rush, it wasn’t the miners who made the

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