M&A: Vertical integration plays

Two items of note here. First, Cavium acquires qlogic. This is interesting at some levels, as qlogic has been a long time player in storage (and networking). There are many qlogic FC switches out there, as well as some older Infiniband gear (pre-Intel sale). Cavium is more of a processor shop, having built a number […]

VC landscape changing: Intel Capital on the market

Saw this in a post on VentureBeat. Intel Capital has been an important player in the space for a while. What happens next to them is worth paying attention to. They’ve been in the thick of many interesting companies, though usually outside of Intel’s core foci. Somewhat beyond the normal corporate strategic VC roles. This […]

M&A: NetApp grabs SolidFire

This one has been in the rumor mill for a while. NetApp has been needing something to play well in the all flash array space, and it now has something. This said, the array space is very much on the decline certainly with respect to dumb JBODs and smart “filer heads”. That design is being […]

M&A: Huge … WD acquires SanDisk

This is huge. Now Seagate has a relationship with Micron, Toshiba has its own disks and shares a fab with SanDisk (though I think with this acquisition, that will rapidly change). Ok … so the HD vendors are busy snapping up the Flash makers. Is Micron next? Rumors of something have been swirling for a […]

M&A: EMC gobbled by Dell

Need to think how this will play out. The Register’s take is here. It seems that this will solve the “shareholder value” problem indicated by Elliot Management (e.g. they wanted more return on their investment). As part of the increasing the return and value return to shareholders, EMC had been in a cost cutting mode. […]

possible M&A: Dell and EMC?

Story is here. Not sure this is a great tie up … EMC has lots of things Dell doesn’t need (and vice versa). Possibly parts of EMC (secession from the federation?) with Dell. I can’t imagine VMware wanting to tie up with one vendor. Nor Pivotal, etc. This said, Cisco pulled out of the venture […]

M&A: Seagate snarfs up DotHill

The Register reports this morning, that Seagate has acquired DotHill. DotHill makes arrays and their kit is resold and rebadged by many. In general the array market (high end) is in a decline, and doesn’t show signs of turning around (ever). The low and mid market, including some of the cloud bits is growing. I […]

M&A fallout: Cisco may have ditched Invicta after buying Whiptail

Article is here, take it as a rumor until we hear from them. My comments: First, M&A is hard. You need a good fit product wise (little overlap and great complementary functions/capabilities), and a culture/people fit matter. Second, sales teams need to be on-board selling complete solutions involving the acquired tech. Sometimes this doesn’t happen, […]

M&A or more correctly, acqui-hire: Cray bags much of Terascala

Terascala appears to have been disassembled, with much of the team going to Cray. Terascala started out selling internally developed storage appliances for Lustre. They developed deployment, monitoring, and management tools. Their UI was reasonably good. Then they struck up a deal with Dell and a few others. In doing so, they largely stopped their […]

Potential M&A: Micron being pursued

I was heads down all day yesterday working on a few things. Apparently this is widely known now, but I saw it late last night. Micron is being pursued by a group affiliated with Tsinghua University. There is a political angle to this group, as they are connected to the government through their management. Why […]