NetApp is having a banner year. Earnings for the data-storage company are up sharply, along with its revenues and stock. The man behind this financial turnaround is George Kurian, who was named CEO a year ago.

And Kurian sees more growth in the year ahead, even though one of his biggest competitors, EMC, just completed a $65 billion merger with Dell. “The history of large mergers in the technology industry are ripe with lessons learned—they’re not easy to pull off,” he tells Fortune’s Susie Gharib. “We see this as a real opportunity to take share at least over the next couple of years.”

Despite that upbeat outlook, Kurian says the spending environment for technology has “moderated” because of uncertainty about the global economy and the outlook for interest rates. He talks about what is needed from Washington to spur growth, and even has some advice for presidential candidates Hillary Clinton and Donald Trump.