EMC Gets Data Domain, Now What?
With its victory over NetApp in the acquisition battle for Data Domain, EMC will soon have the deduplication company in its arsenal, but it paid a high price and realizing a return on its investment will depend largely on how it executes.
Unlike its VMware and RSA acquisitions, which EMC generally allowed to flourish with little to no intervention, Duplessie said he doesn't believe EMC will be able to keep its hands off Data Domain because deduplication technology is so core to its primary storage and backup products.
Duplessie also said NetApp and Data Domain would have been a better fit because there were more synergies between their products and business strategies. "NetApp built a big company selling an appliance into the midstream market and that's exactly what Data Domain does," he said.
"EMC ... has all the execution risk. If they can execute, they not only have a chance to make all us analysts seem like idiots, but they took a weapon out of a fierce competitor's arsenal," he added.
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