Page 3 of 3
With Compellent, Dell would get a second storage controller technology which would be incompatible to that of EqualLogic, both of which would target the midmarket, Knieriemen said.
"Dell has holes to fill in its product line," he said. "But this gives Dell another modular storage product, which is not what Dell really needs. This looks to me like a desperation move by Dell (after losing the 3PAR deal)."
Compellent has great products that customers love, Knieriemen said. But that brings up the question of how such an acquisition might impact Dell's EqualLogic business. "The biggest questions should be coming from EqualLogic engineers," he said. "They should be worried."