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The acquisition does not necessarily mean new angst for NetApp, said Tom Georgens, president and CEO of NetApp, during NetApp's fiscal second quarter 2011 financial conference on November 17.
When asked about EMC's proposed acquisition of Isilon, which would combine two of NetApp's primary rivals into a single company, Georgens compared the proposed deal to HP's acquisition this summer of 3PAR.
NetApp is currently enjoying organic growth of over 30 percent, while its primary competitors are either facing negative or very small positive organic growth, Georgens said at the time. "So this (acquisition) is as much about the acquirer as it is about the target," he said.
Isilon has some product overlap with NetApp, and in the hands of EMC will probably have some more overlap with NetApp, Georgens said. "But we'll continue to compete," he said.
For Rolf Strasheim, director of client solutions at Peak UpTime, a Tulsa, Okla.-based solution provider who works with both Isilon and with NetApp, which is EMC's primary storage competitor, the acquisition is good news.
"I'm excited for NetApp," Strasheim said. "Every time EMC does things like this, it's an acknowledgement that it has a gap with NetApp. NetApp organically solves problems."
Strasheim said EMC's acquisition of Data Domain, which was a pioneer in deduplication technology, is not necessarily a good model on which to rely for insight into the future of Isilon because of the fact that deduplication is now common among vendors, including NetApp.
"Dedupe is no longer a product," he said. "It should be a feature."
Furthermore, Strasheim said, unlike NetApp, which has a common interface across its product lines, EMC still looks like a group of multiple companies.
"EMC has Isilon, Avamar, Data Domain, DMX, Clariion, and Celerra, but I don't see a common interface," he said.