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Isilon shares were up over 1 percent at just over $28 per share near the close of Monday's trading day. However, the company's share price in the last five business days has jumped more than 10 percent, and is up over 300 percent from a year ago.
One analyst firm, RBC Capital Markets, on Monday wrote in a research paper about the potential acquisition that Isilon's scale-out NAS architecture could prove interesting to an enterprise IT systems vendor.
EMC is the most likely potential suitor of Isilon, wrote RBC. "EMC's Celerra NAS platform does not scale as efficiently and effectively as Isilon's architecture; thus, Celerra usually loses in competitive engagements on a price-performance basis. In addition, a purchase of Isilon would enable EMC to better compete against NetApp, particularly in virtualized server and desktop environments."
Stifel Nicolaus, a Baltimore-based equity research firm, wrote in a Monday research paper that Isilon, along with CommVault and Compellent, have consistently been on a short list of potential storage acquisitions, and that Isilon recently hired as an advisor the same company that advised Data Domain, which was acquired by EMC, and 3PAR, which was acquired by HP.
"Many have considered EMC to be a likely potential candidate to look at acquiring Isilon ... Isilon, which most notably competes with NetApp, is known as a leader in the clustered NAS market," Stifel Nicolaus wrote.
Next: Isilon's Partners Call Isilon A Good Company To Acquire