Investopedia: Is it Demand Or Competition Troubling NetApp?

Those tech companies that reported their earnings as part of the regular cycle all seemed to be more or less in good shape - numbers came in broadly in-line and guidance was relatively positive. Since then, though, numbers and sentiment have gotten a little wobbly, and maybe none more so than NetApp (Nasdaq:NTAP). Although these shares still seem to have meaningful value, investors have to ask whether the company's weak guidance is truly a byproduct of a weaker market, or whether competition has ramped up and management is unwilling (or unable) to acknowledge it.

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http://stocks.investopedia.com/stock-analysis/2012/Is-It-Demand-Or-Competition-Troubling-NetApp-NTAP-EMC-IBM-DELL0525.aspx