STORAGE

  • 12/15/2010
    9:00 AM
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Dell And Others Still Shopping For Storage

On Dec. 13, Dell announced it has "entered into a definitive agreement for Dell to acquire Compellent ... " Dell also said it expects the transaction to be accretive to Dell non-GAAP earnings in its fiscal year 2012. There is no doubt that I, along with others in the industry, have blogged and written quite a bit on this topic over recent days. There has been no bidding war, no firing of shots across the bow from one vendor to another, and no soaring stock price in this quickly executed company

There are a few software solutions providers that I see as potential acquisitions in 2011. They include: Correlsense (a provider of pin-point accuracy in root cause analysis of infrastructure transaction delays), Kubisys (a provider of completely cloned systems, and network and storage configurations for patch and application debug testing before introduction to production environments) and Virsto (a provider of server-based solutions that accelerate write performance in virtual machine environments.). I have spoken with all of these vendors, and some of their customers, and will be blogging on each of them soon.

Many of these companies would argue that they are not for sale, and there may be all kinds of reasons one could put forth as to why they may not make good acquisition targets. The bottom line is that the market will continue to consolidate, and many, if not all, of the aforementioned vendors may be part of a broader product portfolio by the end of 2011.

What say you? What is your opinion of the Dell acquisition of Compellent and of the other vendors mentioned in this blog?

At the time this blog was written, none of the vendors mentioned were clients of Tom Trainer or Analytico.


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