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HP shakes the Network palm with 3Com acquisition

November 12, 2009

Analysis of:H-P to Acquire 3Com for $2.7 Billion | online.wsj.com

Whouah, good and right move for HP. Even with ProCurve product line, Mike Hurd, HP CEO, continues his rush in IT with this strategic acquisition. 3Com is an important player in emerging countries and has for a long time a very good brand and mind-share. HP aggressively confirms its IT leadership. So now, how competitors will react ? such as IBM, Cisco, Juniper, Huawei... ?

Is it the end of the miracle for Brocade ?

November 3, 2009

Analysis of:Network Specialist Brocade Up for Sale | online.wsj.com

With the recent article on WSJ, we all understand and realize that Brocade is ready for a marriage. And many people to say "all that just for this", some others will applaud the move when it will be official if it will happen. Is Brocade just a miracle ? Several key steps and events allowed Brocade to grow, survive and navigate until now but the future of the company is fuzzy, the market changes with Ethernet, SSD and commodity everywhere, Virtualization and Cloud Computing development.

HP needs a massively scalable file storage solution for next IT challenges

October 22, 2009

Analysis of:HP Acquires IBRIX to Extend Scale-out Storage Capabilities to Global Customers | www.hp.com

HP acquired IBRIX , a file storage software company, after PolyServe a few years ago and unveils his wish  to position itself as a key cloud technology provider for the next cloud storage wave. HP implicitly recognized also his failure to integrate and market PolyServe with low market adoption.

LSI entered Enterprise NAS market

September 29, 2009

Analysis of:LSI jumped into NAS | www.lsi.com

LSI made a very strategic jump into Enterprise NAS market with the ONStor acquisition. It will complement its product line and extend their market footprint in storage. It will be interesting to see how usual NAS suspects and specialized vendors will react as well.

Does it mean a comeback of SRM tools ?

September 17, 2009

Analysis of:Quest Software Enters the Storage Resource Management Market With Release of New Storage Horizon Solution | www.quest.com

Joke or reality ? after some interests some years ago, a push by several companies and then some integration thought in ILM (Information Lifecycle Management), it seems that SRM comes back now due to the complexity in virtualized environment.

EMC must simplify DeDuplication message now

September 17, 2009

Analysis of:EMC outlines where Data Domain will fit | blogs.zdnet.com

With this acquisition, EMC made a giant step to own a key technology today seen as a fundamental component in IT for effective data management with an immediate impact on cost. But, this move introduces some doubt and uncertainty for end-users and partners due to several dedup techniques available in EMC portfolio already.

Clear and strong entrance in DeDup storage from Dell

July 1, 2009

Analysis of:Dell puts customers on fast track to storage efficiency | www.nationmultimedia.com

Dell seems to take the rolling ball on deduplication technology with both services and solutions. It illustrates the key strategy aspect of this technology both for a financial perspective and a pure IT point of view. Dell wishes to come back in user mind and be considered, again, as a key trusted partner in that space. Partnership with CommVault, one of the few gems and pure data protection ISV players, is also a key point here.

Dell acquisition target in storage and other area

June 23, 2009

Analysis of:Dell Looks To Ramp Up Acquisitions For Growth | online.wsj.com

During this economic downturm, for sure Dell has some decisiosn to make to acuire some strategic IT asset to complement their portfolio especially at the current market value. The fact they recruit a dedicated M&A person and issued that1B$ just confirm that aspect. They plan something big or several mid ones. Dell has also to reassure the financial community, their ecosystem and their large account users.

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