But you didn't say what was missing. :)
NTAP resells QTM StorNext. StorNext is separate from the deduplication products such as DXi (though QTM now sells StorNext with an appliance and did put dedup in StorNext earlier this year).
NTAP is also partnered with Arkeia which also has dedup products and appliance.
EMC has grown the DD business from $280M in June 2009 (when EMC bought DD) to $1B. Nice aging horse. QTM was the OEM supplier to EMC of the same product as DD, deduplication appliances. EMC bought DD instead of QTM even after loaning QTM $130M to stay afloat. That should tell you what EMC thinks of QTM. NTAP could have bought QTM right after losing DD for $.11/share. Why didn't they?
I can't see what NTAP is missing, besides StorNext, that QTM would provide. Let me know if you see something. Here is a list of StorNext partners. Nice list.
Sorry, I don't see how NTAP is in for a rude awakening. :)
I find it humorous that you insist that you can't find what's missing from NTAP's native 'complete solution set', yet there's obviously a reason why NTAP sells QTM technology.
I also find humor in your belief that EMC wouldn't care if NTAP acquired QTM technology and intellectual property, because EMC bought DD what is now a very long time ago, and absorbed it into an environment of bureaucratic, customer-distant, painfully-slow innovation compared to a more nimble company like QTM. I guess I give EMC management more credit about not being satisfied with their aging-horse acquisitions. And, even if EMC doesn't really need QTM, its no secret that acquisitions can be for defensive or competitor-stifling reasons.
(As for FalconStor, please. That's an invalid comparison. Everyone on the street knows the reasons that NTAP dropped them.)
I will agree that NTAP hasn't bought QTM because they haven't come up with enough justification for it. But, if they sleep too long, they'll be in for a rude awakening.
$5.00 to $7.00 is possible.
"Quantum jumps 9.4% higher premarket after talk about an acquisition from NetApp . Janney analyst Bill Choi says the competitive environment has pushed NTAP to the point that if it hopes to gain more customers it needs a “complete solution set”.