The industry is buzzing with rumors that Isilon will be the next big storage acquisition now that 3PAR is safely in HP’s hands. The alleged buyer, EMC, is itself surrounded by rumors of becoming a shared feast for Oracle and Cisco. But there are much more accessible and tasty items on the enterprise IT acquisition menu, and the lower cost of entry makes them much more likely to come about!
Oracle has its sights set very high. Although the company is best-known for its namesake database software, a steady string of acquisitions has transformed the company (and its colorful leader, Larry Ellison) into an industry powerhouse. Much speculation revolves around Oracle’s next move, and a surprising meme is developing, suggesting that the company is looking at making another massive purchase. Could HP or NetApp follow Sun into the hands of Oracle?
Today is the (a?) day of reckoning in the 3Par saga, with Dell widely expected to make a counter-offer higher than HP’s bid. But this mega deal, like the Data Domain war before it, sends a strong signal to the enterprise IT world: It’s open season on data storage companies! But the rising superpowers are also likely looking at networking as an area of expansion. The game is afoot!