Interesting deal, and not unexpected. IBM fills holes in its mid-range storage product line, while NetApp gains IBM's superior tape technology and will plug Tivoli for storage management, a NetApp hole.
The conventional analysis is correct: EMC is regaining momentum lost in the early 2000's with strong hardware and software offerings tied to the best storage vision in the industry. That makes partnerships to confront EMC an act of self-preservation. Since storage is virtually the tail wagging the enterprise dog these days in growth terms, the big computer vendors have to have a competitive storage line of products. I expect more such partnerships and realignments this year.
Peter S. Kastner
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