Version: 2008

Comments on: NetApp: Our Data Domain bid remains 'superior'

Despite a new $33.50 per share takeover offer from EMC, NetApp still believes its proposal to be the winning one as an August shareholder vote looms.

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by Domofroggi July 7, 2009 10:03 AM PDT
I have to disagree about where the ball lies at present. The Data Domain board's fiduciary responsibility overrides the "culture compatibility" argument that favors NetApp. In today's legal environment it is hard for them to turn away a higher, all-cash offer. I would expect the Chairman to be on the phone with Warmenhoven, saying "if you want the deal to go through you have to sweeten your offer."
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by longdsu July 7, 2009 10:12 AM PDT
Cash is king in a recession.......it's a no brainer to take the cash and run.
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by Ronlap July 7, 2009 10:55 AM PDT
Anyone who has seen what EMC did to employee morale at VMWare would understand why DD should be bought by NetApp.
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by virtman July 7, 2009 2:57 PM PDT
Do you really know what you are talking? EMC kept VMware a separate, independent company and it's still being treated as an independent company. Why are you blaming EMC for employee morale at VMware? For the record, EMC has done a good job with acquisitions. VMware, Documentum, RSA to name a few. How about NTAP? Decru, do people even remember that name? Topio, which went down the drain? Spinnaker, which took almost forever to see a release under NTAP?

I like NTAP better than EMC for a lot of reasons, but don't agree with you here. Please check the facts before you post next time.
by Maclover1 July 7, 2009 3:12 PM PDT
I regularly work with VMware employees, about half a dozen. Also my VCP training classes were given by multiple VMware employees. None of them have anything good to say about EMC.

My current sales rep for NetApp, a recent former EMC sales rep, believes that EMC will eventually sell off VMware when market penetration saturates. He said that if EMC buys a company and fully integrates it then they keep it. If they let it run on its own and keeps its name they eventually will sell it once its maxed its potential.
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by Sojero July 8, 2009 4:36 PM PDT
Simple extrapolation Maclover1,

What do you expect from a former EMC sales rep now working for NetApp? Do you really think his judgment and assertions would be fair? And was he part of the senior management with some kind of insider information to have come that conclusion. The real fact of the matter is that every company has its own share of unhappy employee, whether this is an indication of a company's prevailing culture is very subjective.
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