It’s easy to make some generalizations about the public cloud market. Amazon sits at the top, Microsoft comes in second with Azure, and number three is almost an afterthought. For the sake of argument, let’s say it’s Google. All three companies recently put out earnings, so how much money is the cloud making?
The 3Par acquisition is a slam dunk at under $2 billion. The company has great enterprise-grade SAN technology and a proven ability to sell into high-end accounts but lacked the revenue to go it alone. A major enterprise IT vendor like HP or Dell (not to mention Oracle, IBM, or even NetApp) will kick sales into high gear. But there’s an amazing short-term win to be had for whoever acquires 3Par!