Feeds

EMC gobbled XtremeIO to Xterminate NetApp, says Xpert

And Fusion-io 'a mosquito they could squash at any time'

Internet Security Threat Report 2014

A financial analyst reckons EMC bought XtremIO to fend off the threat posed by NetApp.

Andrew Nowinski, an analyst at Piper Jaffray, had this to say in a recent research note: "We believe this threat of potential market share gains from [NetApp's Data ONTAP] 8.1 is what prompted EMC to acquire XtremIO for $430m."

We asked Nowinski to explain his reasoning, and he replied:

I think many investors assumed the acquisition was targeted at Fusion-io. In my opinion, EMC views Fusion-io as a mosquito they could squash at any time and have no fears of losses to them.

In the large, mid-size enterprise market, EMC has a two-headed monster. The VNX is a “scale-up” architecture, that offers good database performance, good data management functionality and can be used in VMware environments, though it is complex to manage as there are still two underlying operating systems. They also offer as Isilon, as a “scale-out” architecture. The problem is that Isilon offers no data management functionality, poor performance and the block sizes are simply too large to run in a VMware environment.

NetApp’s 8.1 essentially combines these two platforms and offers a scale-out architecture, good performance via PAM cards and great data management functionality, all in the same, easy to manage OS.

Rather than combine Isilon and VNX somehow, EMC acquired XtremIO. XtremIO offers scale-out, great data management and great performance. In fact, their subsystem was built specifically for flash, whereas flash was an afterthought for NetApp (they still leverage an HDD-optimized subsystem).

What do you think, Reg readers? The logic's good but is it right? Comments to this forum topic, please. ®

Beginner's guide to SSL certificates

More from The Register

next story
Docker's app containers are coming to Windows Server, says Microsoft
MS chases app deployment speeds already enjoyed by Linux devs
'Hmm, why CAN'T I run a water pipe through that rack of media servers?'
Leaving Las Vegas for Armenia kludging and Dubai dune bashing
'Urika': Cray unveils new 1,500-core big data crunching monster
6TB of DRAM, 38TB of SSD flash and 120TB of disk storage
Facebook slurps 'paste sites' for STOLEN passwords, sprinkles on hash and salt
Zuck's ad empire DOESN'T see details in plain text. Phew!
SDI wars: WTF is software defined infrastructure?
This time we play for ALL the marbles
Windows 10: Forget Cloudobile, put Security and Privacy First
But - dammit - It would be insane to say 'don't collect, because NSA'
Oracle hires former SAP exec for cloudy push
'We know Larry said cloud was gibberish, and insane, and idiotic, but...'
Symantec backs out of Backup Exec: Plans to can appliance in Jan
Will still provide support to existing customers
prev story

Whitepapers

Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
Why cloud backup?
Combining the latest advancements in disk-based backup with secure, integrated, cloud technologies offer organizations fast and assured recovery of their critical enterprise data.
Win a year’s supply of chocolate
There is no techie angle to this competition so we're not going to pretend there is, but everyone loves chocolate so who cares.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Intelligent flash storage arrays
Tegile Intelligent Storage Arrays with IntelliFlash helps IT boost storage utilization and effciency while delivering unmatched storage savings and performance.