Cirrus, ConvergeNet is a startup storage company in Si Valley, or over the hill toward Santa Cruz. Dell bought them last August or so. They had no sales yet (then) and none targeted until about now, as I recall. I looked at the Dell site yesterday for about 15 minutes when PB asked about them. I found no evidence of them, but maybe Dell has "lost" the Convergenet name. I'll look around some more today, given time.
NTAP is pretty established, and the leader in NAS. EMC is out to get them, but I'd bet there's pulenty of biz for all, including Dell/Convergenet, if the latter is really even ready to ship (should have seen news by now, you'd think). Storage is growing awesomely.
NTAP has had quite a runup already (but who hasn't in techs). Oh, looked again, you already have NTAP. Good, I'd hold it.
Tony |
