Im sure EMCs not the only one thinking along those lines, says analyst Arun Taneja of the Taneja Group. Everybodys hoping Veritas will lose a beat or two. They want to take advantage of a lack of focus that might occur. The ball is in Veritass court now not to let that happen.
Veritass other backup competitors include IBM Corp. (NYSE: IBM), Computer Associates International Inc. (CA) (NYSE: CA), BakBone Software Inc. (Toronto: BKB), and startup CommVault Systems Inc.
Although Veritas executives have spent a lot of time talking up and preparing for the merger, they havent ignored their backup product line (see Symantec Execs Give Details). Veritas upgraded Backup Exec last week, adding the ability to back up remote site data from a central console to woo SMBs (see SMBs Praise Centralized Backup).
During Veritass earnings call Thursday, CEO Gary Bloom played down the threat of NetWorker. Bloom said he considers IBM Tivoli his main backup competition, followed by Computer Associates.
Veritas reported strong fourth-quarter sales Thursday, but analysts will be watching closely to see how it copes with the merger and swarming rivals (see Veritas: All Systems 'Go').
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