Wednesday, February 3rd, 2010
Rumors have been circulating for months about the demise of NetApp's VTL offering. Today, Beth Pariseau from SearchDataBackup published the first public confirmation that development on the product has ceased. It is not a surprise, but makes for an interesting case study.
NetApp acquired VTL technology with their purchase of Alacritus for ...
Posted in Deduplication, Virtual Tape | No Comments »
Wednesday, August 5th, 2009
A blogger over at Seeking Alpha makes this case. He argues that EMC must make acquisitions for growth and that the excessive price paid for Data Domain deal is a sign of desperation.
To summarize the post, the author suggests that the growth in EMC’s core storage business is slowing and ...
Posted in General | No Comments »
Wednesday, July 8th, 2009
Just a quick post to highlight Data Domain's announcement that they have agreed to be acquired by EMC. As mentioned in previous posts (see related posts below), NetApp did not have the financial strength to compete with EMC.
The companies that have lost the most in this deal are Quantum and ...
Posted in Deduplication | No Comments »
Tuesday, July 7th, 2009
As expected, EMC has increased their bid for Data Domain and is now offering $33.50 per share in cash. Data Domain has been ignoring EMC in favor of their preferred suitor, NetApp; however, with the recent increase, Data Domain has no choice but to consider the EMC offer.
This situation ...
Posted in Deduplication | 2 Comments »
Monday, June 29th, 2009
Things have been quiet on the EMC/NetAppData Domain for the last couple of weeks. DDUP's stock price remains above NetApp's current purchase offer ($30) which suggests that people think the bids will increase. I also found some seemingly contradictory articles. The Motley Fool suggests that EMC should back out of ...
Posted in Deduplication | 2 Comments »
Wednesday, June 17th, 2009
I recently blogged with my thoughts about EMC acquiring Data Domain, and wanted follow-up with a post discussing some key points about a NetApp/Data Domain merger. Since that last post there have been numerous changes including EMC suggesting that they might up their offer; the inevitable threat of a ...
Posted in Deduplication | 2 Comments »
Friday, June 12th, 2009
Reuters indicates that EMC will up its bid for Data Domain to as much as $35 per share. As previously posted, Data Domain’s products will fit easily into EMC’s product line replacing EMC’s current Quantum-based appliances. With this increased offer, EMC is increasing the pressure on NetApp and ...
Posted in Deduplication | 5 Comments »
Tuesday, June 9th, 2009
I was surprised when NetApp offered $1.5B for Data Domain and was even more surprised when EMC countered with an all cash offer of $1.8B. NetApp has since upped their offer to $1.9B of cash and stock. It is in the context of this uncertainty that I wanted ...
Posted in Deduplication | 3 Comments »
Thursday, June 4th, 2009
NetApp’s initial bid for Data Domain came as a surprise to many. EMC’s counter was even more of a shock. These discussions have very important implications for data protection and deduplication. Two thoughts immediately come to mind:
It’s hard to do deduplication well.
EMC and NetApp say that they ...
Posted in Deduplication | 1 Comment »