Well, my first doubt comes from the fact that one writer is anonymous while the other one is an EMC employee, so these articles seems more like FUD than valuable articles! But, on the other hand, year after year we find ourselves discussing about this topic (more or less like arguing about the sex of angels) and here it is my take:
Why NOT sell the company?
- NetApp is an healty company with one very good product and somevaluable softwares;
- They are growing more than their direct competitors;
- They have the leadership in unified storage market and NAS market;
- They have a clear and well supported strategy from the investors;
- They are trying to buy some small companies to faster increase their offering (the last one was bycast);
- They have good OEM partnerships;
- They have loyal channel partners an customers;
- They are more focussed to storage company than the competitor (EMC is trying to get a step forward with VMware, RSA, etc. to not drown!);
- They are often preferred to EMC when implementing Cisco UCS (do you remember VCE? 😉 );
Why buy NetApp?
This is the right question, but all big vendors have a reason to not buy NetApp:
- IBM wants to sell services not hardware and they resell NTAP when they need;
- HP has already more storage brands than any other;
- CISCO is strongly involved in VCE;
- Dell is investing a lot in Equallogic (and they acquired exanet few time ago);
- Oracle? Bah! Oracle wants to sell 7000s from Sun and Exadata.
- HDS? Fujtsu? Japanese companies usually do not buy US technology.
The list of potential killers is getting really short!
Disclaimer: This is my personal point of view, Cinetica is a NetApp Gold Partner in Italy.