Could Tehuti be the next 10GbE developer on the chopping block?

The 10GbE developer has skills and capabilities that are increasingly needed by a growing ecosystem of developers – this could provide a solid exit strategy for a company in a competitive market segment.

TDM/ Target IQ, 4 May 2007
Greg Quick

Will Brocade's initiatives FAN out its market opportunities beyond fiber channel SANs?

Brocade claims its merger with former rival McData is well under way. Can the SAN vendor hold off Cisco as it attempts to broaden its product base with services and emerging technologies such as FAN?

TDM/ Post-Merger IQ, 20 Apr 2007
Henry Baltazar
Brenon Daly
Simon Robinson

A two-horse contest: Avnet and Arrow lead distribution sector's acquisition race

Following Avnet's $410m acquisition last year of Access Distribution and Arrow's $485m buy of KeyLink, the two long-term rivals are ratcheting up competition in the enterprise server distribution sector.

TDM/ Sector IQ, 20 Apr 2007
John Abbott

Data Domain sets IPO ball rolling

The data de-duplication specialist that many have touted as the 'next Network Appliance' confirms its growth tear as it files Form S-1 with the SEC, showing it is the early-stage leader in this nascent but potentially huge market.

TDM/ Debut IQ, 6 Apr 2007
Simon Robinson
Brenon Daly

'Next generation' data protection sector M&A tops $1bn, with more to come

A year ago we highlighted NGDP as a significant M&A area as storage and data protection players looked to buy key new technologies, such as de-duplication, virtual tape and replication. This M&A has taken place and looks set to continue.

TDM/ Sector IQ, 23 Mar 2007
Simon Robinson

Cisco nabs NeoPath for file virtualization

The deal isn’t a huge surprise given that Cisco invested about $5m in the company last year, but it signals a more aggressive attempt by Cisco to move into the margin-rich storage heartland today dominated by players such as EMC and Network Appliance.

TDM/ Deal Analysis, 16 Mar 2007
Simon Robinson

JDS Uniphase snaps up pluggable transceiver developer Picolight for $115m

The optical components maker is betting that acquiring the leading developer of optical interconnects will open that rapidly growing market to the company.

TDM/ Deal Analysis, 2 Mar 2007
Greg Quick

HP acquires PolyServe as it aims to 'raise game' in NAS

The computer giant finally makes a move into the enterprise NAS market by acquiring its partner of two years: PolyServe. HP now controls its own destiny in NAS, but it still has a lot to do to make up ground on dominant players EMC and Network Appliance.

TDM/ Deal Analysis, 2 Mar 2007
Simon Robinson

LSI Logic invests in SATA with $55m SiliconStor buy

Continuing to focus on storage, it is purchasing the privately held silicon developer, which has been hurt by the slower-than-expected adoption of SATA technology. This is a good deal for LSI Logic and a sign of things to come in the storage space.

TDM/ Deal Analysis, 23 Feb 2007
Greg Quick

Dual acquisitions expand both geographic and technical reach of GlassHouse

By buying Israeli firms MBI and Integrity, the independent storage consultancy adds significantly to its business outside of the US, while also moving up the software stack toward databases and servers.

TDM/ Deal Analysis, 23 Feb 2007
John Abbott

Should the old guard target the startup HPC developers?

Several innovative upstarts in high-performance computing have developed more than simple off-the-shelf offerings. As competition heats up and margins continue to shrink, will the HPC server space imitate the PC market of a decade ago and consolidate?

TDM/ Sector IQ, 16 Feb 2007
Greg Quick

With cash in bank, can Adaptec buy its way back to success?

The storage pioneer has fallen on hard times of late, with its stock trading well below its net asset value. The company hopes software acquisitions will help restore it to its former glories. Which targets are in the frame?

TDM/ Acquirer IQ, 9 Feb 2007
Henry Baltazar
Simon Robinson