4:15 PM -- If EMC really stops acquiring companies, how will the M&A bankers make a buck? More importantly, what will we write about and who will we second guess?
Ah, no worries. Joe Tucci is leaving the door open for what he called "tuck-in" acquisitions while EMC digests nearly two dozens additions from the last three years. (See Tucci Aims for 'One EMC'.)
In other words, EMC is full, but it might pick. That means we might see deals around the size of last year's acquisitions of Avamar and Kashya but not nearly as large as RSA. (See EMC Picks Up Avamar, EMC Coughs Up for Kashya, and EMC Secures RSA for $2.1B)
So who might get tucked in? EMC has fewer holes than it did a year ago, and the recent spate of acquisitions and IPOs leaves fewer candidates, but here are a few good fits.
Onaro: By now it's clear that traditional SRM packages aren't cutting it, and Onaro can fill in some of the gaps in EMC's ControlCenter. Onaro's configuration management and other capabilities may be built into EMC's network management Smarts software as well. (See Onaro Adds New Storage Views.) Onaro has a reseller deal with Hitachi Data Systems that could complicate things, though. (See Hitachi to Resell Onaro.)
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