Georgens, who recently took the company's reins from Dan Warmenhoven, also sees opportunities around service providers and system integrators, particularly after recent tech sector consolidation.

"We have seen a lot of alliances develop but whenever there's an alliance, there's also alienation," he said. "H-P buys EDS, Dell ( DELL) buys Perot ( PER); what does that mean for Accenture ( ACN), CSC ( CSC) and Wipro ( WIT)?"

Firms like Accenture and CSC were already reluctant to recommend IBM ( IBM) because of competition from its Global Services division, so the EDS deal casts H-P in the same light, according to Georgens. "These companies are coming to NetApp," he said.

-- Reported by James Rogers in New York

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