Tag Archives: M&A

NetApp and Engenio – Part 2 – A Hypothesis

In my previous post, I discussed why I thought that NetApp’s acquisition of Engenio was a difficult one and why I question the value of the combined entity.  Simply put, there seems to be redundancy in the product line and it makes you wonder how a merged company creates substantial new value.  However, there is […]

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NetApp and Engenio – A curious acquisition

It was with some surprise that I saw the announcement that NetApp was acquiring Engenio this afternoon.  There was a long ensuing discussion on Twitter on this topic and I have serious doubts about the added value of the combined entity.  Here is why. LSI’s primary go-to-market model has always been through OEMs and so […]

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Perspectives on Quest Acquiring BakBone

About four months ago, I published a blog post discussing the future of dedicated VMware backup solutions.  The post ignited a bigger discussion and included additional blog entries from W. Curtis Preston, me, Jon Toigo, Virtual Tacit, Veeam and Quest software.  I strongly encourage readers to review the differing perspectives in each post. I mention […]

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