The Channel logo

Opinion

Chris Mellor

Contact Mail Follow Twitter RSS feed
Chris Mellor covers storage and allied technology areas for The Register. After experience working for DEC, Unisys and SCO, he became an IT journalist writing for a variety of print publications. He edited the UK's first storage print magazine and then moved into the online world writing for IDG's Techworld, then started up the Blocks & Files blog, which was bought by El Reg.

He has written many sportscar buying guides, a few mountaineering guides and drives a car that's faster than he is.

By | Chris Mellor 19th November 2010 10:10

Who could buy Compellent?

Cisco could, if it wanted to blow its EMC relationship to kingdom come

Opinion Who is likely to buy Compellent? There has been twittering about Cisco, on the basis that Cisco doesn't get enough out of VCE, its partnership with VMware and EMC, and needs to do something more.

My off-the-cuff reaction here is, sure, Cisco could buy Compellent, if it really, really wanted to blow its EMC relationship to kingdom come. Can you imagine Joe Tucci's reaction: "That Chambers is a two-timing ... we'll build our own damn servers and do a deal with Brocade."

So, if not Cisco, then who?

There is really only one other storage company who might step up to the task. It's not HP as that company now has 3PAR and is going to extend that product down-market as well as develop its existing EVA product line. It doesn't need Compellent.

It's not IBM. That company has just launched its shiny new Storwize V7000 with the SVC controller in there, and it has its existing DS storage line as well as the XIV. I'm sorry, but I can't see it adding Compellent to this trio and making a foursome.

It's not Oracle. The company has the Sun 7000 storage line with Pillar Data as a backstop. For Oracle to buy Compellent, it would have to tell the Sun organisation it bought that its storage strategy has been a waste of time. Cue mass departures of Sun storage people from Oracle. I can't see Oracle doing this, not unless it knows something about the 7000 that we don't.

I don't buy into the idea of HDS buying Compellent. It has its mid-range AMS storage line and there's been no sense of frustration coming out of HDS about that. It's also more likely to buy BlueArc, with whom it has a relationship than a replacement for the AMS line of products. Then of course, HDS is owned by Hitachi and it would be Hitachi doing the buying – that would take an age.

Who does that leave, with the financial resources needed and with a demonstrated willingness to buy storage technology companies? I'd put my money on Round Rock, on Dell. Think how it could replace margin dollars lost to EMC for resold CLARiiON and Celerra systems with an in-house Compellent operation. Think how it could operate Compellent remotely as it has EqualLogic. Think how Dell must admire Compellent's stripped down and lean supply chain and channel-only approach. There's a real good fit there, at least you could persuade yourself there is.

Dell wouldn't face a bidding war for Compellent, which would be good news, having been burnt by Qatalyst and HP over 3PAR.

We can't assume Compellent is in play though. This has just been an exercise in a hypothetical way. Now we'll move on. Who could buy NetApp? Er, Cisco... ®

comment icon Read 1 comment on this article alert Send corrections

Opinion

The full Spanglish breakfast: mealy pudding, bacon, black pudding, sausages, fried egg, toast
Blood image

Trevor Pott

Can the storage giant overcome a lack of necessary leadership?

Chris Mellor

Why overlapping kit from a merger equals a disaster in waiting
management cloud2

Gavin Clarke

The executioner turns gambler as HP's PCs are set to go

Features

No, silly... he was the fall guy for years of Finnish folly
Fraud image
Frodo and the Ring
Microsoft's strategy is to make Store apps popular. Good luck with that