Thursday, November 12th, 2009
The email below appeared in my inbox yesterday. The EDL/DL3D 1500/3000 has officially been discontinued. It was obvious from the moment EMC purchased Data Domain that the Quantum stuff was dead, but it took time for EMC to finally admit this. The strongest statement came in Frank Slootman's TechTarget interview. Clearly ...
Posted in Deduplication | No Comments »
Tuesday, October 20th, 2009
I attended multiple keynote and breakout sessions at SNW last week, but my busy meeting schedule conflicted with many of the morning sessions. I was able to attend to Data Domain’s talk given by Frank Slootman and wanted to provide some commentary.
The bulk of the session was boring and included ...
Posted in Deduplication, Marketing | 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 »
Tuesday, July 21st, 2009
A couple of weeks ago, Robin Harris at Storagemojo blogged that he thought it would be a smart move for NetApp to acquire Quantum. I do not agree and think that a Quantum (QTM) and NetApp combination would create major competitive and business challenges and would not be successful in ...
Posted in Deduplication | 5 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 »