In 2009 McWilliams advised Next Inning readers that 3Par would be a good acquisition target and Dell a likely suitor. In the wake of Dell's deal to buy 3PAR, are FalconStor Software and Isilon System's likely to become the next acquisition targets? What other companies does McWilliams think are good acquisition targets going forward?
http://blogs.barrons.com/techtraderdaily/2010/09/07/storage-more-deals-coming/ This is a take over candidate. Storage and enterprise is hot right now. GOOG and ORICLE are at odds on the Open software and Linux. IBM, REDHAT and enterprise software could see some volume. EACH Hardware supplier will be securing its software. GOOG bought ON2 for flash and Hantro cores. Hantro cores sell to all the big chip core companies (ARM TXN ATHR MIPS). In googs control they could ace people out. ORCLE and SUN have sued GOOG over Java..
FALC sells to many OEMs. From what I gathered they specialize in protecting data, Virtual Tape Library,disk, from hardware failure, data corruption, deletion, or catastrophic site-level disaster, as well as to facilitate data restoration while minimizing downtime. The companys proprietary technology includes IPStor software, a software platform for data protection and storage virtualization solutions in small/medium businesses, large organizations, and enterprises. FalconStor products are available as OEM or branded solutions from industry leaders, including Acer, Data Direct Networks, Dynamic Solutions International, EMC, Fujitsu, Hitachi Data Systems, Huawei, Pillar Data Systems, SGI, SeaChange and Spectra Logic and are deployed by thousands of customers worldwide, from small businesses to Fortune 1000 enterprises.
Nice.. BRCD is taking off today with speculation also. I also like CPWR with the IBM partnership. You have to like Goog picking up ON2 technologies. ONT was into VP8 (VP6 plus-flash). ON2 was used for IMing and messaging sending. It was in AOL, SKYPE and AIM. Its all about delivery of data. These cross platform enterprise providers must have access to core technologies and engines for virtualization, cloud capabilities. How could GOOGLE pass on SUNS JAVA? Now they passed on 3PAR!