Tag Archives: netapp

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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The Demise of the NearStore VTL: A historical perspective

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 $11 million back in […]

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NetApp and Quantum: Why an acquisition would be difficult

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 the long-term.

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It’s final – EMC acquires Data Domain

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 NetApp, and it will […]

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EMC one-ups NetApp

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 leaves NetApp in a tough […]

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Poll: Who will acquire Data Domain?

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 bidding for Data Domain because […]

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NetApp and Data Domain: ‘Til death or a better offer from EMC do we part

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 class action lawsuit, Data Domain endorsing […]

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NetApp is backed into a corner

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 reaffirming their commitment to acquire Data Domain. […]

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EMC and Data Domain: It was the best of times, it was the worst of times

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 to comment on a possible EMC/Data Domain […]

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