NetApp is not expected to make much of any noise in M&A since it already offers "a fully baked unified storage platform," Oppenheimer states. But like with EMC, scale out NAS is "an area of concern" for the company, Kidron notes.
And after winning 3Par, no major near-term moves are expected by HP either. But Compellent could bulk up HP's mid-range storage offerings; and HP could target Teradata or Netezza if it sought to bolster its data warehousing portfolio, Oppenheimer states.
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