Startups face logjam as the trickle towards the exit turns into flood The mass of storage start-ups is threatening to overwhelm the exit routes into the great, wide post-start-up world, dooming many to lingering deaths or outright failure. Remember Attrato, Copan, Coraid, Exafile, Nirvanix, Parascale, Starboard Storage and TrueSAN? Hopeful storage start-ups that failed to make it from the start- …
Simplivity, Maxta, Cloudera will be acquired
Nutanix will ultimately be surpassed due to inexplicably and valuation
Tintri, Tegile, Actifio, Kaminario, Pernix, Scale Computing, Nimboxx, Atlantis, SolidFire - Roadkill
Falconstore, DataCore, X-IO - The storage cockroaches with strategies du jour
IPO: Pure Storage and then fade as incumbents continue to put pressure on them
Spot on assessment!
Another point of note, is that as the large OEM's acquire the Simplivity's and the Maxta's of the world, it will diminish the value of Nutanix considerably as those OEM sales channels close off to Nutanix.
Unless Nutanix has something earth shattering product pipeline in the form of a new VM ecosystem, it may very likely end up just like Violin.
It's a buyers market and not a lot of buyers at that. Nobody is going to repeat the stupidity we saw with Data Domain and 3PAR acquisitions. With this many companies looking for a buyer and running out of cash, buyers can afford to wait for a good deal.
Even if one or two of these start-ups get acquired, it's no guarantee they'll last. NetApp is in pretty sorry state right now and needs to acquire something exciting. However, when it comes to acquisitions they're all thumbs. They've failed to make any acquisition pan out and the acquired talent jumps ship quickly due to the internal politics. They eventually mothball it because they can't figure out how to sell it.
I suspect some VCs will get their money back, but I'll be surprised if any of these companies see a huge payday.
Attrato will do a stock swap deal with Copan, who will enter into a technology sharing deal with Coraid, who will cross-synergize its cloud technology with Exafile, whose activist shareholders will demand a cross-licensing deal with Nirvanix, who will mount a hostile takeover of Parascale. The resulting mega-storage behemoth will then farm out its actual engineering work to AliBaba, who will roll the technology into its new Yahoo Chat App, thereby leveraging the Yahoo market valuation to a nice even $1 Trillion.
After the flash crash, all of that technology will be available on a USB drive made in Vietnam, for about $1.
The Register 
Biting the hand that feeds IT
Copyright. All rights reserved © 1998–2024
