10 posts • joined 7 Mar 2013
Target selling price
Perhaps Data Domain and Isilon set the benchmark for a target selling price (2-2.5B$) for a successful startup storage company. Hence that may be the return VC's are looking for. It's a risk, but that's part of their job.
Spot on analysis.
Just think now many enterprise (mainly NAS) arrays are still being used in large corporations just for archiving documents.
Re: Unlawfully testing ....hmmm
The law defines quite clearly how a patent is filed, granted and enforced. An NDA is not one of them.
I read on another source that Pure might be trying to accuse EMC of a breach of the licensing agreement. If so, what would be the sanction in that case?
It appears EMC bought the array through a middleman, hence its unclear how EMC would be liable for that.
As a I wrote above, I would be curious to learn details what Pure is holding EMC accountable for.
It might be just an attempt at filing a countersuit in order to settle the dispute out of court.
I'd be curious to learn which law prohibits testing of competitors equipment.
Reverse engineering too (if there is no patent or copyright infringment).
If Pure has any patents, pull them out.
I am curious to learn what "unlawfully testing a machine" consists of??
The acquisition would make sense. If I were NetApp, only 2 aspect of the deal would raise concern:
1) do I want to get into the tape business?
2) what to do with the 2000 employees of Quantum (and at what cost).?
IMHO, a benchmark without a $/GB parameter in it is superfluous for a real-life situation (unless we are talking about a customer with an unlimited purchasing budgets and decisions are based only on performance).
But when they bring their cash...
Interestingly enough, I never hear the companies or their boards complaining about Shareholders when they invest large chunks of money into their company. They then call them "forward thinking", "early adopters", "industry experts", "visionaries", etc....
Judging from past events and interviews, my guess is that Dell (if its still Michael running the show) will find 2B$ to be too pricey (like Data Domain or 3PAR) and will end up buying a less valued competitor of Violin's like Nimbus Data, Whiptail or similar - believing that they made "a deal". (like Compellent).
Someone like HP, NetApp, HDS or even EMC will eventually pickup Violin Mem.
The italian term "dematerializzazione" in in this particular case means "to do without a traditional, physical document support (i.e. paper) in favour of a digital document form". Hence, the term "digitisation" is more appropriate.
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