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NetApp's Next Move: Page 2 of 2

Well, possibly the long dance is finally over, it looks like NetApp is taking its break up fee of $57 million and leaving the party. EMC for its part is paying over $2 billion for the privilege of staying. So now what is NetApp's next move?
George Crump
July 09, 2009

Reality is that NetApp probably won't go either of these routes. What I fear is a major and expensive acquisition of a major backup software application that already has dedupe built in. This path will work OK but it will be the least desirable, it won't solve the real problem and it will cause conflict not only within their supplier to supplier relationships but also in their partner relationships and they will never get out of it what they are prepared to spend for it.

Whatever NetApp's next move is, it is a critical one. That's why I feel that the best solution is to invest in something you know you are good at; ONTAP and WAFL. NetApp, take your time and do it right.

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