Re: I work for IBM.
"....We make dedupe products as well...." Oh, is that a storage product you actually make for yourself, or just another one you badge from NetApp?
"....We'll just sit back and watch....." I doubt anyone in IBM's storage division is sitting back at all, they're all busy running round tryng to find a way to spin the news that their marketshare has declined again, and NetApp have overtaken them for the number two spot (http://www.theregister.co.uk/2012/06/08/idc_storage_tracker_q1_2012/). And that's still including the external storage that is really just badged NetApp products.
Have to wonder where IBM comes in the disk storage stakes when hp is allowed to count its NAS and Lefthand systems, which are not counted as external storage by IDC as they are server-based....