M&A and business things

First up, Tegile was acquired by Western Digital (WDC). This is in part due to WDC’s desire to be a one stop shop vertically integrated supplier for storage parts, systems, etc. This is how all of the storage parts OEMs needed to move, though Seagate failed to execute this correctly, selling off their array business … Read more

Cray "acquires" ClusterStor business unit from Seagate

Information at this link. It is being called a “strategic transaction”, though it likely came about vis-a-vis Seagate doing some profound and deep thinking over what business it was in. Seagate has been weathering a storm, and has been working on re-orgs to deal with a declining disk market. They acquired ClusterStor as part of … Read more

Another article about the supply crisis hitting #SSD, #flash, #NVMe, #HPC #storage in general

I’ve been trying to help Scalable Informatics customers understand these market realities for a while. Unfortunately, to my discredit, I’ve not been very successful at doing so … and many groups seem to assume supply is plentiful and cheap across all storage modalities. Not true. And not likely true for at least the rest of … Read more

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 … Read more

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 … Read more

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. … Read more

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 … Read more