Re: Solving the wrong problem!
Spot on analysis. Commvault will be sold and this acquisition will end up in the trash heap.
4 posts • joined 23 Nov 2015
This is a big problem for companies like HPE. So HPE sells a huge number of laptops to someone on a phony large deal with special pricing and they are targeted for the Chinese market. (maybe a school district in my example). They would contain Chinese version operating systems, power cords, etc.
Then the fraudster ends up selling these laptops in Europe at some shady storefront or some online market place for a nice profit. The buyer calls HPE support to complain they got a Chinese laptop and HPE has to now work to make it right for the consumer (or have angry customers).
This and the Pure IPO spell the death for additional storage and hyper-converged companies from ever going public. The VCs will stop funding these companies and many of them will slowly wither and die away. Nimble, Violin, Tintri, Tegile, SolidFire, Qumulo, Pure, Nutanix, Simplvity (I'm probably forgetting some). They won't be acquired and they can't merge together.
There's a bubble in the storage startup market and it just burst.
Biting the hand that feeds IT © 1998–2019