After years spent focusing on personal technology, businesses are increasingly turning back to the enterprise. The corporate IT market is much more dynamic and competitive, with a few very large “superpower” companies discovering their power to drive purchasing decisions. If a supplier can create an integrated “stack” of hardware and software, they can push product purchases that might otherwise be overlooked or postponed. This is the main reason that enterprise IT acquisitions work so well: Where a small company must fight to sell their product, a large one can hitch it to a much more strategic sale and have it pulled along.
As some of you might have read, the stack wars have started. One of the bigger coalitions announced in November 2009 was that between VMware, Cisco and EMC, aptly named VCE. Hitachi Data Systems announced something similar and partnered up with Microsoft, but left everyone puzzled about the partner that will be providing the networking technology.
Just five days after HP announced it would acquire IBRIX, another scale-out NAS provider has been purchased. LSI announced today that it would acquire ONStor for $25 million in cash. The company sold a range of SAN and NAS storage systems, but was best-known for its Bobcat clustered NAS gateways.
Hitachi Global Storage Technologies (HGST) just bought Fabrik (SimpleTech and G-Technology). So is Hitachi’s combination with SimpleTech a response or challenge to EMC’s acquisition of Iomega? In a word, no.