Another financial analyst suggests Adaptec should look for emerging markets rather than move into the already crowded data protection field. "Adaptec is in a market that is going to shrink," says the analyst who asked to remain anonymous. "The growth segments of storage are already taken. QLogic is taking InfiniBand. Emulex bought SierraLogic for FC-to-SATA bridges." (See InfiniBand Goes Mainstream and Emulex Secures Sierra Logic.)
What does that leave for Adaptec if it wanted to pursue that strategy? "It seems Gear6 may be a good fit," says the analyst, pointing to the caching appliance startup. (See Gear6 Shifts Out of Neutral.) "Or something outside of its core-competency, like [server virtualization startup] XenSource could be nice." (See XenSource.)
Dave Raffo, News Editor, Byte and Switch
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