The storage industry was abuzz yesterday with news that SanDisk will buy Fusion-io for $1.1 billion. Lots of folks seem confused by this, but I think that’s because they don’t know who SanDisk really are. After having been exposed to both companies’ management, products, and strategy, I think this is a great fit and excellent news for the storage […]
The 3Par acquisition is a slam dunk at under $2 billion. The company has great enterprise-grade SAN technology and a proven ability to sell into high-end accounts but lacked the revenue to go it alone. A major enterprise IT vendor like HP or Dell (not to mention Oracle, IBM, or even NetApp) will kick sales into high gear. But there’s an amazing short-term win to be had for whoever acquires 3Par!