Page 2 of 3
Should Oracle actually acquire EMC, it could erupt in a domino effect of similar acquisitions among other tech vendors, said Ken Male, founder of TheInfoPro, a New York-based research company.
Oracle really wants to take on HP and Microsoft, and the acquisition of EMC would give it the ability to do just that, Male said. However, such a move could trigger a number of other acquisitions.
For instance, Cisco and/or IBM might want to make a bid for NetApp. Cisco sees an interest in EMC because of the VCE coalition, which brings technology from Cisco, EMC and VMware together in their Vblock storage solution. However, NetApp is also working closely with Cisco, making a Cisco bid for NetApp a strong possibility if EMC was acquired, Male said.
It could also trigger a bid for NetApp by IBM, which currently OEMs and resells almost all of NetApp's product line. However, Male said, IBM is doing well with its XIV acquisition and is doing a lot of internal storage development, and so may not be as interested in NetApp as Cisco might be.
An Oracle acquisition of EMC would also see a scramble of other vendors reacting to Oracle's newfound control of VMware, Male said. For instance, he said HP or IBM might then make a bid for Red Hat as a way to get control of that company's hypervisor and Linux technology, which would then possibly see Microsoft, IBM, HP or Cisco bid for Citrix, he said.
NEXT: Can Oracle Afford EMC?