Did some pNFS proponent slip a love potion into the coffee at EMC? Suddenly it’s pNFS time at the company known for its reluctance to embrace file sharing and filesystems in general. The purple prose is flying, with Chad Sakac declaring himself “a big fan of the application of NFS” and Chuck Hollis extolling the “inherent simplicity and ease-of-management of NFS.” The NetApp guys must be amused by the bear hug from Hopkinton, but many are seeing deja-vu all over again.
My latest meeting with the boys on the strategy committee caused me to reappraise a few things. Our biggest threat is HP, but we got a real problem growing this company. We need to think bigger.
EMC (NYSE:EMC) started a gunfight in the storage world today by offering an astonishing $1.8 billion for data deduplication sweetheart, Data Domain (NASDAQ:DDUP). This $30 per share offer one-ups rival NetApp (NASDAQ:NTAP) by $5 per share, which looked to have sealed the deal with a solid $1.5 billion offer on May 20. EMC’s offer is all-cash, while NetApp had mixed cash and stock.
Hiding in the shadow of the huge VMware vSphere 4 announcement was a very interesting introduction by EMC: PowerPath/VE. As I mentioned in my post on storage changes in vSphere 4, PowerPath/VE plugs into the new pluggable storage architecture (PSA) found in vSphere 4 versions of ESX and takes over the decision-making and heavy-lifting tasks related to communicating with storage systems.D