The industry is buzzing with rumors that Isilon will be the next big storage acquisition now that 3PAR is safely in HP’s hands. The alleged buyer, EMC, is itself surrounded by rumors of becoming a shared feast for Oracle and Cisco. But there are much more accessible and tasty items on the enterprise IT acquisition menu, and the lower cost of entry makes them much more likely to come about!
Oracle has its sights set very high. Although the company is best-known for its namesake database software, a steady string of acquisitions has transformed the company (and its colorful leader, Larry Ellison) into an industry powerhouse. Much speculation revolves around Oracle’s next move, and a surprising meme is developing, suggesting that the company is looking at making another massive purchase. Could HP or NetApp follow Sun into the hands of Oracle?
Today is the (a?) day of reckoning in the 3Par saga, with Dell widely expected to make a counter-offer higher than HP’s bid. But this mega deal, like the Data Domain war before it, sends a strong signal to the enterprise IT world: It’s open season on data storage companies! But the rising superpowers are also likely looking at networking as an area of expansion. The game is afoot!
Dell has offered to buy 3PAR for about $1.1 billion. So, a number of my customers have called and emailed me asking what this all means? They want to know how I view the addition of 3PAR to Dellâ€™s storage portfolio? What does this mean for the storage industry, and should they seriously start/stop looking at 3PAR? What about all this discussion about monolithic vs. modular storage? Is 3PAR really Tier-1 storage?
Over the last week there have been a few stories catching my eye:
– SGI Acquires COPAN Systems
– EMC Sells IP to VMware
– STEC Shares Get Punished
Did VMWare save EMC? Did EMC need saving? At the point it bought VMWare probably not but if EMC had not bought VMWare, I suspect it would have been in dire straights or at least not the company it is today. I’d go as far as to propose that it would have been bought itself by now.