Think of Dell as a storage portfolio player
Last year, Dell went on a storage buying spree. Dell took in Exanet for clustered, multiplatform NAS, Ocarina Networks for extensible, cross platform data compression and deduplication, capped-off with an announced agreement to acquire Compellent's virtualized storage arrays and Fluid Data technology, which closed last month. All tallied, I estimate Dell spent nearly $1 billion last year to flesh-out its storage portfolio, which also includes its EqualLogic virtualized storage arrays and PowerVault systems.
Dell storage executives now believe they have the goods to compete head-on with the major storage players (including EMC) in the following market segments:
Virtualized disk … Read more